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
51
$15.1M 0.4%
174,000
-902
52
$14.8M 0.39%
205,542
+28,241
53
$14.7M 0.39%
79,628
-500
54
$14.3M 0.38%
342,753
+342,355
55
$14.3M 0.38%
253,565
-35,602
56
$13.9M 0.37%
202,406
-23,249
57
$13.5M 0.36%
273,092
+18,005
58
$13.2M 0.35%
80,013
+906
59
$13.1M 0.35%
33,286
-400
60
$12.9M 0.34%
84,616
+3,236
61
$12.3M 0.33%
235,225
+16,780
62
$11.8M 0.31%
448,549
+27,970
63
$11.7M 0.31%
309,150
-744
64
$11.7M 0.31%
172,620
+19,355
65
$11.6M 0.31%
1,253,496
+54,354
66
$11.5M 0.3%
95,696
+3,331
67
$11.1M 0.29%
20,532
-482
68
$11M 0.29%
73,605
-136
69
$10.5M 0.28%
126,092
-3,249
70
$10.5M 0.28%
129,703
+5,766
71
$10.5M 0.28%
304,671
+34,932
72
$10.1M 0.27%
136,291
+12,210
73
$10M 0.27%
573,190
+97,425
74
$9.81M 0.26%
396,075
+20,966
75
$9.34M 0.25%
242,255
-4,760
1 2
3
4 5