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
201
$2.69M 0.07%
134,285
+59,780
202
$2.67M 0.07%
65,499
-20
203
$2.67M 0.07%
114,546
+14,198
204
$2.62M 0.07%
29,259
-390
205
$2.6M 0.07%
5,085,991
+200,000
206
$2.58M 0.07%
57,024
-2,463
207
$2.57M 0.07%
9,735
-1,332
208
$2.55M 0.07%
147,112
+59,323
209
$2.5M 0.07%
15,854
-101
210
$2.48M 0.07%
41,216
+520
211
$2.48M 0.07%
122,524
212
$2.48M 0.07%
50,298
+7,815
213
$2.48M 0.07%
18,718
-951
214
$2.45M 0.06%
34,221
-23,235
215
$2.44M 0.06%
23,552
+117
216
$2.44M 0.06%
292,438
-25,270
217
$2.43M 0.06%
72,650
+804
218
$2.4M 0.06%
18,376
-520
219
$2.4M 0.06%
13,460
+2,873
220
$2.4M 0.06%
25,696
+5,129
221
$2.37M 0.06%
37,081
+396
222
$2.37M 0.06%
10,790
-220
223
$2.35M 0.06%
85,925
+17,630
224
$2.33M 0.06%
158,819
-172,430
225
$2.31M 0.06%
152,764
-7,607
7 8
9
10 11