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
476
$407K 0.01%
16,541
-936
477
$405K 0.01%
6,419
478
$405K 0.01%
9,190
-1,380
479
$395K 0.01%
826
+1
480
$395K 0.01%
36,815
-4,770
481
$388K 0.01%
+57,680
482
$388K 0.01%
12,050
483
$387K 0.01%
31,970
-20
484
$385K 0.01%
6,437
-479
485
$385K 0.01%
92,488
+396
486
$385K 0.01%
12,775
-200
487
$383K 0.01%
3,934
488
$376K 0.01%
1,937
+646
489
$370K 0.01%
11,600
+6,270
490
$369K 0.01%
11,756
-139
491
$368K 0.01%
5,250
-230
492
$365K 0.01%
21,807
-7,825
493
$361K 0.01%
817
494
$360K 0.01%
12,532
-853
495
$359K 0.01%
2,578
-100
496
$357K 0.01%
78,373
497
$356K 0.01%
2,412
498
$355K 0.01%
5,032
+2
499
$354K 0.01%
8,205
+705
500
$354K 0.01%
1,884
-690
18 19
20
21 22