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
1001
$25.8K ﹤0.01%
+1,000
1002
$25.7K ﹤0.01%
989
-2
1003
$25.7K ﹤0.01%
297
+1
1004
$25.4K ﹤0.01%
1,000
1005
$25.4K ﹤0.01%
300
+118
1006
$25.3K ﹤0.01%
1,368
1007
$25.3K ﹤0.01%
3,500
1008
$25.3K ﹤0.01%
3,400
1009
$25.2K ﹤0.01%
2,821
1010
$25.1K ﹤0.01%
1,495
+495
1011
$24.8K ﹤0.01%
+303
1012
$24.8K ﹤0.01%
568,552
1013
$24.6K ﹤0.01%
1,100
1014
$24.4K ﹤0.01%
409
1015
$24.2K ﹤0.01%
137
-2,952
1016
$24.1K ﹤0.01%
214
-209
1017
$24K ﹤0.01%
445
+1
1018
$24K ﹤0.01%
364
+2
1019
$24K ﹤0.01%
310
+10
1020
$24K ﹤0.01%
317
+1
1021
$23.8K ﹤0.01%
310
+17
1022
$23.7K ﹤0.01%
351
-26
1023
$23.7K ﹤0.01%
103
-51
1024
$23.6K ﹤0.01%
536
-58
1025
$23.6K ﹤0.01%
941
39 40
41
42 43