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
701
$126K ﹤0.01%
1,780
702
$125K ﹤0.01%
1,665
703
$124K ﹤0.01%
1,435
+9
704
$120K ﹤0.01%
6,500
705
$120K ﹤0.01%
476
706
$119K ﹤0.01%
1,050
707
$117K ﹤0.01%
2,210
708
$116K ﹤0.01%
4,823
709
$116K ﹤0.01%
2,305
+524
710
$115K ﹤0.01%
+3,188
711
$113K ﹤0.01%
+1,000
712
$112K ﹤0.01%
2,791
+12
713
$111K ﹤0.01%
+1,482
714
$109K ﹤0.01%
4,560
-162
715
$109K ﹤0.01%
2,364
-725
716
$108K ﹤0.01%
1,092
717
$107K ﹤0.01%
202
-359
718
$105K ﹤0.01%
1,000
719
$105K ﹤0.01%
3,006
720
$104K ﹤0.01%
10,000
721
$102K ﹤0.01%
3,816
+40
722
$101K ﹤0.01%
406
-94
723
$101K ﹤0.01%
916
+363
724
$101K ﹤0.01%
2,977
725
$100K ﹤0.01%
1,133
27 28
29
30 31