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
851
$49.4K ﹤0.01%
+1,000
852
$49K ﹤0.01%
952
+37
853
$48.9K ﹤0.01%
899
-1,363
854
$48.4K ﹤0.01%
285
855
$48.3K ﹤0.01%
8,719
-615
856
$48.2K ﹤0.01%
4,338
+540
857
$47.8K ﹤0.01%
972
858
$47.6K ﹤0.01%
1,614
+796
859
$47.3K ﹤0.01%
6,000
860
$47.3K ﹤0.01%
5,667
+5,000
861
$47K ﹤0.01%
1,850
862
$46.6K ﹤0.01%
1,285
-654
863
$46.5K ﹤0.01%
1,100
864
$46.4K ﹤0.01%
8,000
865
$46.4K ﹤0.01%
1,883
+5
866
$46.3K ﹤0.01%
1,091
867
$46.1K ﹤0.01%
452
868
$46K ﹤0.01%
1,270
+1,075
869
$45.8K ﹤0.01%
564
+13
870
$45.7K ﹤0.01%
700
871
$45.7K ﹤0.01%
280
872
$45.5K ﹤0.01%
2,090
-610
873
$45.4K ﹤0.01%
167
874
$45.4K ﹤0.01%
635
-46
875
$45.1K ﹤0.01%
5,712
+1,400
33 34
35
36 37