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
1226
$7.2K ﹤0.01%
189
1227
$7.06K ﹤0.01%
750
1228
$6.97K ﹤0.01%
230
1229
$6.92K ﹤0.01%
253
1230
$6.88K ﹤0.01%
257
1231
$6.83K ﹤0.01%
90
1232
$6.82K ﹤0.01%
55
1233
$6.8K ﹤0.01%
23
1234
$6.78K ﹤0.01%
360
+110
1235
$6.65K ﹤0.01%
143
1236
$6.63K ﹤0.01%
111
1237
$6.6K ﹤0.01%
192
-1,232
1238
$6.6K ﹤0.01%
333
1239
$6.6K ﹤0.01%
+200
1240
$6.58K ﹤0.01%
1,386
1241
$6.54K ﹤0.01%
175
1242
$6.43K ﹤0.01%
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1243
$6.4K ﹤0.01%
284
1244
$6.27K ﹤0.01%
200
1245
$6.26K ﹤0.01%
37
1246
$6.26K ﹤0.01%
251
1247
$6.23K ﹤0.01%
48
-1
1248
$6.11K ﹤0.01%
84
1249
$6.07K ﹤0.01%
108
1250
$6.06K ﹤0.01%
330