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
1101
$15.8K ﹤0.01%
1,253
1102
$15.6K ﹤0.01%
800
1103
$15.5K ﹤0.01%
1,854
-7
1104
$15.4K ﹤0.01%
+400
1105
$15.3K ﹤0.01%
109
+1
1106
$15.2K ﹤0.01%
280
1107
$15.1K ﹤0.01%
220
1108
$15.1K ﹤0.01%
177
1109
$14.9K ﹤0.01%
158
1110
$14.9K ﹤0.01%
750
1111
$14.8K ﹤0.01%
630
1112
$14.8K ﹤0.01%
500
1113
$14.7K ﹤0.01%
185
1114
$14.5K ﹤0.01%
174
-77
1115
$14.4K ﹤0.01%
443
-535
1116
$14.4K ﹤0.01%
542
+1
1117
$14.4K ﹤0.01%
600
1118
$14.3K ﹤0.01%
290
1119
$14.2K ﹤0.01%
347
1120
$14.2K ﹤0.01%
34
1121
$14K ﹤0.01%
1,200
1122
$13.8K ﹤0.01%
108
+8
1123
$13.8K ﹤0.01%
71
1124
$13.8K ﹤0.01%
1,419
1125
$13.7K ﹤0.01%
1,657
43 44
45
46 47