AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
2,043
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 11.84%
3 Consumer Discretionary 7.97%
4 Financials 7.68%
5 Materials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-140
1827
– –
0
1828
– –
-75
1829
– –
-25
1830
– –
0
1831
– –
-815,617
1832
– –
-100
1833
– –
-100
1834
– –
-14
1835
– –
-47,240
1836
– –
-1,364
1837
– –
-50
1838
– –
-70
1839
– –
-100
1840
– –
0
1841
– –
-1
1842
– –
-7,136
1843
– –
-30
1844
– –
-21
1845
– –
-27
1846
– –
-1,464
1847
– –
-100
1848
– –
-15
1849
– –
-16,590
1850
– –
-100
72 73
74
75 76