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
1176
$10.4K ﹤0.01%
100
-700
1177
$10.2K ﹤0.01%
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1178
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220
1179
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342
1180
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1181
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1182
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108
1183
$9.86K ﹤0.01%
89
-12
1184
$9.81K ﹤0.01%
710
1185
$9.78K ﹤0.01%
375
1186
$9.7K ﹤0.01%
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1187
$9.36K ﹤0.01%
176
1188
$9.32K ﹤0.01%
100
1189
$9.3K ﹤0.01%
346
1190
$9.28K ﹤0.01%
75
1191
$9.23K ﹤0.01%
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1192
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1193
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950
1194
$8.93K ﹤0.01%
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1195
$8.83K ﹤0.01%
120
1196
$8.82K ﹤0.01%
29
1197
$8.78K ﹤0.01%
1,068
1198
$8.77K ﹤0.01%
642
1199
$8.72K ﹤0.01%
214
1200
$8.68K ﹤0.01%
400