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
376
$780K 0.02%
41,644
-7,860
377
$779K 0.02%
4,546
378
$759K 0.02%
44,097
+4,266
379
$753K 0.02%
106,403
380
$750K 0.02%
35,880
+1,800
381
$746K 0.02%
7,310
-3,700
382
$736K 0.02%
27,717
-169
383
$733K 0.02%
68,027
+12,999
384
$729K 0.02%
8,657
-1
385
$725K 0.02%
145,954
386
$725K 0.02%
18,019
+16,169
387
$720K 0.02%
16,850
-200
388
$707K 0.02%
25,449
+593
389
$692K 0.02%
5,011
390
$691K 0.02%
72,282
391
$690K 0.02%
9,818
392
$688K 0.02%
1,318
+240
393
$682K 0.02%
11,560
-5
394
$681K 0.02%
12,201
-3,137
395
$680K 0.02%
3,534
+61
396
$669K 0.02%
+71,580
397
$657K 0.02%
2,037
-106
398
$656K 0.02%
25,083
-195
399
$655K 0.02%
2,660
+10
400
$651K 0.02%
15,268
+2,759
14 15
16
17 18