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
776
$75.5K ﹤0.01%
6,100
777
$74.9K ﹤0.01%
2,100
+500
778
$74.6K ﹤0.01%
63
+2
779
$74.3K ﹤0.01%
395
780
$73.9K ﹤0.01%
4,600
781
$73.5K ﹤0.01%
2,304
782
$73.5K ﹤0.01%
+800
783
$73.5K ﹤0.01%
3,470
-355
784
$70.7K ﹤0.01%
811
785
$70.3K ﹤0.01%
347
-110
786
$69.9K ﹤0.01%
1,600
787
$69.3K ﹤0.01%
260
788
$68.6K ﹤0.01%
241
789
$68.1K ﹤0.01%
1,969
790
$67.7K ﹤0.01%
1,219
791
$67.6K ﹤0.01%
425
792
$67.5K ﹤0.01%
168
+5
793
$67.3K ﹤0.01%
2,801
+200
794
$67.3K ﹤0.01%
253
795
$66.7K ﹤0.01%
738
+2
796
$66.4K ﹤0.01%
300
797
$65.9K ﹤0.01%
+577
798
$65.8K ﹤0.01%
608
+20
799
$65.6K ﹤0.01%
970
-200
800
$65.1K ﹤0.01%
667
+82
30 31
32
33 34