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
751
$87.6K ﹤0.01%
1,205
752
$87.4K ﹤0.01%
17,338
753
$87.1K ﹤0.01%
1,593
754
$86.5K ﹤0.01%
1,085
755
$86.5K ﹤0.01%
906
756
$86.1K ﹤0.01%
3,349
757
$85.9K ﹤0.01%
1,393
758
$85K ﹤0.01%
1,776
+4
759
$83.8K ﹤0.01%
5,060
+4,960
760
$83.4K ﹤0.01%
7,396
761
$83.3K ﹤0.01%
500
762
$83K ﹤0.01%
1,512
763
$82.2K ﹤0.01%
1,302
+1,097
764
$81.5K ﹤0.01%
3,299
765
$81.4K ﹤0.01%
1,167
766
$80.4K ﹤0.01%
1,805
-200
767
$80.3K ﹤0.01%
700
768
$79.3K ﹤0.01%
11,800
-2,000
769
$79K ﹤0.01%
2,382
+24
770
$78.8K ﹤0.01%
5,000
771
$78.4K ﹤0.01%
1,525
772
$78.3K ﹤0.01%
612
+12
773
$77.3K ﹤0.01%
600
774
$76.4K ﹤0.01%
222
775
$75.6K ﹤0.01%
2,498
29 30
31
32 33