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
926
$35K ﹤0.01%
+348
927
$34.7K ﹤0.01%
1,076
+1
928
$34.7K ﹤0.01%
2,735
-1,200
929
$34.6K ﹤0.01%
3,300
930
$34.6K ﹤0.01%
800
-100
931
$34.6K ﹤0.01%
218
932
$34.5K ﹤0.01%
888
+586
933
$34.5K ﹤0.01%
1,090
-9
934
$34.1K ﹤0.01%
100
935
$34.1K ﹤0.01%
548
936
$34K ﹤0.01%
720
937
$33.9K ﹤0.01%
298
-351
938
$33.8K ﹤0.01%
+2,694
939
$33.7K ﹤0.01%
435
940
$33.2K ﹤0.01%
6,198
941
$33.2K ﹤0.01%
828
942
$33.1K ﹤0.01%
1,560
-2,040
943
$33K ﹤0.01%
1,865
944
$33K ﹤0.01%
100
945
$32.8K ﹤0.01%
330
-100
946
$32.5K ﹤0.01%
2,087
947
$32.5K ﹤0.01%
3,050
948
$32.4K ﹤0.01%
900
949
$32.4K ﹤0.01%
358
950
$31.9K ﹤0.01%
639
36 37
38
39 40