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
901
$38.8K ﹤0.01%
2,049
+3
902
$38.7K ﹤0.01%
409
+9
903
$38.5K ﹤0.01%
3,000
904
$38.3K ﹤0.01%
601
905
$38.3K ﹤0.01%
991
906
$38.1K ﹤0.01%
400
907
$38.1K ﹤0.01%
206
908
$37.6K ﹤0.01%
1,590
909
$37.3K ﹤0.01%
+3,199
910
$37.2K ﹤0.01%
306
-23
911
$36.7K ﹤0.01%
600
912
$36.6K ﹤0.01%
250
913
$36.6K ﹤0.01%
2,000
914
$36.4K ﹤0.01%
1,000
+949
915
$36.3K ﹤0.01%
1,250
-600
916
$36K ﹤0.01%
1,600
917
$35.9K ﹤0.01%
1,576
918
$35.9K ﹤0.01%
2,500
919
$35.8K ﹤0.01%
554
920
$35.8K ﹤0.01%
436
-60
921
$35.6K ﹤0.01%
102
+2
922
$35.6K ﹤0.01%
1,821
-1,597
923
$35.4K ﹤0.01%
1,490
-20,000
924
$35.4K ﹤0.01%
630
925
$35.2K ﹤0.01%
47
35 36
37
38 39