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
801
$64.8K ﹤0.01%
814
+2
802
$64.4K ﹤0.01%
2,880
-699
803
$64.1K ﹤0.01%
18
804
$64K ﹤0.01%
430
805
$63.1K ﹤0.01%
859
806
$61.5K ﹤0.01%
2,602
+714
807
$61.3K ﹤0.01%
2,483
808
$61.1K ﹤0.01%
750
-200
809
$61K ﹤0.01%
6,500
810
$60.3K ﹤0.01%
548
811
$60.1K ﹤0.01%
1,750
812
$59.9K ﹤0.01%
5,000
813
$59.9K ﹤0.01%
900
814
$59.7K ﹤0.01%
5,699
815
$59.7K ﹤0.01%
960
816
$59.1K ﹤0.01%
1,163
-25
817
$58.8K ﹤0.01%
930
+30
818
$58.6K ﹤0.01%
510
-150
819
$58.6K ﹤0.01%
1,272
820
$58.5K ﹤0.01%
+304
821
$58.3K ﹤0.01%
2,155
822
$58K ﹤0.01%
175
823
$57.9K ﹤0.01%
1,477
+917
824
$57.8K ﹤0.01%
3,634
825
$57.3K ﹤0.01%
2,600
-2,150
31 32
33
34 35