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
976
$28.2K ﹤0.01%
255
-5
977
$28.2K ﹤0.01%
782
-1,965
978
$28.1K ﹤0.01%
400
979
$28K ﹤0.01%
420
980
$28K ﹤0.01%
692
981
$28K ﹤0.01%
500
982
$28K ﹤0.01%
448
983
$27.8K ﹤0.01%
398
984
$27.8K ﹤0.01%
260
985
$27.4K ﹤0.01%
1,035
-500
986
$27.3K ﹤0.01%
1,539
987
$27.3K ﹤0.01%
12,060
988
$27.2K ﹤0.01%
360
989
$27.1K ﹤0.01%
352
+1
990
$26.8K ﹤0.01%
73
991
$26.6K ﹤0.01%
500
992
$26.4K ﹤0.01%
129
+6
993
$26.4K ﹤0.01%
400
994
$26.4K ﹤0.01%
150
995
$26.4K ﹤0.01%
517
996
$26.3K ﹤0.01%
10,000
997
$26.2K ﹤0.01%
20
998
$26.2K ﹤0.01%
2,000
999
$26K ﹤0.01%
2,613
1000
$25.9K ﹤0.01%
506
-225
38 39
40
41 42