AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
76
$9.28M 0.25%
288,070
+27,815
77
$9.23M 0.24%
92,674
+6,614
78
$9.16M 0.24%
300,685
+26,872
79
$9.14M 0.24%
41,512
+108
80
$9.12M 0.24%
20,576
+12
81
$9M 0.24%
75,564
+3,775
82
$8.9M 0.24%
171,924
+2,749
83
$8.89M 0.24%
90,789
+33
84
$8.71M 0.23%
248,788
-9,719
85
$8.61M 0.23%
556,785
+555,546
86
$8.58M 0.23%
38,651
-1,396
87
$8.45M 0.22%
159,810
-1,978
88
$8.3M 0.22%
21,781
+20,991
89
$8.15M 0.22%
201,457
-88,735
90
$8.13M 0.21%
+91,200
91
$8.13M 0.21%
192,090
-21,520
92
$8.12M 0.21%
56,522
-513
93
$8.01M 0.21%
74,668
-600
94
$7.98M 0.21%
33,595
+5,309
95
$7.91M 0.21%
80,751
+4,626
96
$7.88M 0.21%
193,682
+7,456
97
$7.77M 0.21%
170,967
+13,551
98
$7.63M 0.2%
78,991
+34
99
$7.58M 0.2%
164,070
-1,447
100
$7.57M 0.2%
93,354
-75
2 3
4
5 6