AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.78B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,042
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$20.7M
3
+$14.3M
4
MDU icon
MDU Resources
MDU
+$12.2M
5
AQN icon
Algonquin Power & Utilities
AQN
+$10.2M

Top Sells

1
+$10.9M
2
+$7.35M
3
+$6.49M
4
VVV icon
Valvoline
VVV
+$5.97M
5
PLAY icon
Dave & Buster's
PLAY
+$4.46M

Sector Composition

1 Industrials 21.76%
2 Technology 11.94%
3 Consumer Discretionary 7.97%
4 Financials 7.69%
5 Materials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-52,303
1827
– –
-599
1828
– –
-15
1829
– –
-170
1830
– –
-150
1831
– –
-72
1832
– –
-25
1833
– –
0
1834
– –
-13,085
1835
– –
-100
1836
– –
-150
1837
– –
-133
1838
– –
-7
1839
– –
-100
1840
– –
-125
1841
– –
-37,290
1842
– –
-10
1843
– –
0
1844
– –
-140
1845
– –
0
1846
– –
-75
1847
– –
-25
1848
– –
0
1849
– –
-815,617
1850
– –
-100
72 73
74
75 76