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
826
$57.1K ﹤0.01%
6,567
827
$57.1K ﹤0.01%
748
-1
828
$56.6K ﹤0.01%
1,121
829
$56.3K ﹤0.01%
1,200
830
$56.3K ﹤0.01%
5,650
831
$56.1K ﹤0.01%
135
-35
832
$55K ﹤0.01%
450
833
$54.6K ﹤0.01%
1,327
834
$53.6K ﹤0.01%
864
835
$53.5K ﹤0.01%
895
836
$53.4K ﹤0.01%
600
837
$53.3K ﹤0.01%
1,065
838
$53.2K ﹤0.01%
850
839
$52.7K ﹤0.01%
624
840
$52.6K ﹤0.01%
380
841
$52.3K ﹤0.01%
1,579
842
$52.1K ﹤0.01%
5,000
843
$51.8K ﹤0.01%
796
-228
844
$51.7K ﹤0.01%
2,076
845
$51.6K ﹤0.01%
707
-16
846
$51.5K ﹤0.01%
538
847
$51.2K ﹤0.01%
880
-50,054
848
$50.8K ﹤0.01%
349
-8
849
$50K ﹤0.01%
112
+2
850
$49.6K ﹤0.01%
3,750
32 33
34
35 36