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
1151
$12.1K ﹤0.01%
+206
1152
$12.1K ﹤0.01%
74
1153
$12K ﹤0.01%
+457
1154
$11.9K ﹤0.01%
624
1155
$11.8K ﹤0.01%
77
1156
$11.8K ﹤0.01%
+112
1157
$11.8K ﹤0.01%
162
-6
1158
$11.7K ﹤0.01%
256
1159
$11.6K ﹤0.01%
514
1160
$11.2K ﹤0.01%
97
1161
$11.1K ﹤0.01%
410
1162
$11K ﹤0.01%
66
1163
$11K ﹤0.01%
176
-27
1164
$10.9K ﹤0.01%
420
1165
$10.9K ﹤0.01%
101
1166
$10.8K ﹤0.01%
500
-342
1167
$10.8K ﹤0.01%
82
1168
$10.7K ﹤0.01%
1,000
1169
$10.7K ﹤0.01%
190
-200
1170
$10.6K ﹤0.01%
310
1171
$10.6K ﹤0.01%
4,000
1172
$10.6K ﹤0.01%
152
1173
$10.5K ﹤0.01%
1,320
1174
$10.5K ﹤0.01%
+550
1175
$10.4K ﹤0.01%
827
45 46
47
48 49