AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$37.6M
2
+$19.2M
3
+$12.5M
4
MDU icon
MDU Resources
MDU
+$11.9M
5
AQN icon
Algonquin Power & Utilities
AQN
+$10.5M

Top Sells

1
+$11.2M
2
+$6.04M
3
+$5.78M
4
RXO icon
RXO
RXO
+$5.77M
5
SLVM icon
Sylvamo
SLVM
+$3.83M

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
251
$1.83M 0.05%
8,847
-64
252
$1.83M 0.05%
98,110
-30
253
$1.81M 0.05%
7,283
254
$1.8M 0.05%
+104,425
255
$1.8M 0.05%
146,524
-40
256
$1.79M 0.05%
121,305
+200
257
$1.75M 0.05%
14,972
+10
258
$1.74M 0.05%
8,176
+591
259
$1.74M 0.05%
65,033
-895
260
$1.72M 0.05%
20,520
-1,677
261
$1.71M 0.05%
107,165
-16,969
262
$1.7M 0.05%
46,520
-33,390
263
$1.69M 0.04%
+50,285
264
$1.67M 0.04%
12,409
-93
265
$1.65M 0.04%
22,639
+716
266
$1.64M 0.04%
149,766
-27,163
267
$1.64M 0.04%
160,413
+11,080
268
$1.61M 0.04%
15,981
-1,178
269
$1.6M 0.04%
17,182
-4,960
270
$1.6M 0.04%
107,614
+62,740
271
$1.6M 0.04%
18,360
-1,296
272
$1.59M 0.04%
51,376
-700
273
$1.58M 0.04%
62,384
-40,911
274
$1.57M 0.04%
4,557
-480
275
$1.56M 0.04%
414,208
9 10
11
12 13