AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
676
$147K ﹤0.01%
2,016
677
$146K ﹤0.01%
1,104
+400
678
$145K ﹤0.01%
4,300
679
$143K ﹤0.01%
12,227
680
$143K ﹤0.01%
4,025
+3,364
681
$142K ﹤0.01%
41,357
+41,307
682
$140K ﹤0.01%
5,597
683
$140K ﹤0.01%
15,989
684
$139K ﹤0.01%
2,363
+153
685
$138K ﹤0.01%
1,137
686
$136K ﹤0.01%
1,204
687
$135K ﹤0.01%
653
688
$135K ﹤0.01%
1,271
+3
689
$134K ﹤0.01%
11,000
690
$133K ﹤0.01%
2,838
-99
691
$132K ﹤0.01%
1,851
+22
692
$131K ﹤0.01%
4,200
693
$131K ﹤0.01%
2,608
+10
694
$130K ﹤0.01%
8,367
-56,745
695
$130K ﹤0.01%
1,877
696
$129K ﹤0.01%
1,334
697
$129K ﹤0.01%
1,700
698
$127K ﹤0.01%
875
699
$127K ﹤0.01%
3,400
700
$127K ﹤0.01%
5,500
26 27
28
29 30