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
1076
$18.4K ﹤0.01%
1,636
1077
$18.4K ﹤0.01%
349
1078
$18.3K ﹤0.01%
120
1079
$18.1K ﹤0.01%
590
+490
1080
$18K ﹤0.01%
150
-40
1081
$17.8K ﹤0.01%
943
1082
$17.7K ﹤0.01%
4,000
1083
$17.5K ﹤0.01%
875
1084
$17.5K ﹤0.01%
122
1085
$17.2K ﹤0.01%
172
+14
1086
$17.1K ﹤0.01%
1,000
1087
$17.1K ﹤0.01%
366
1088
$17.1K ﹤0.01%
324
1089
$16.7K ﹤0.01%
138
1090
$16.7K ﹤0.01%
366
1091
$16.6K ﹤0.01%
200
1092
$16.6K ﹤0.01%
600
1093
$16.5K ﹤0.01%
385
-2
1094
$16.4K ﹤0.01%
450
1095
$16.4K ﹤0.01%
200
1096
$16.2K ﹤0.01%
1,000
1097
$16.1K ﹤0.01%
100
1098
$15.9K ﹤0.01%
937
-213
1099
$15.8K ﹤0.01%
100
-260
1100
$15.8K ﹤0.01%
1,565
42 43
44
45 46