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
1251
$6.05K ﹤0.01%
225
1252
$6.01K ﹤0.01%
620
-660
1253
$5.96K ﹤0.01%
500
1254
$5.9K ﹤0.01%
85
1255
$5.89K ﹤0.01%
62
+17
1256
$5.76K ﹤0.01%
102
+32
1257
$5.75K ﹤0.01%
28
1258
$5.71K ﹤0.01%
25
+5
1259
$5.67K ﹤0.01%
100
1260
$5.66K ﹤0.01%
+74
1261
$5.55K ﹤0.01%
319
1262
$5.52K ﹤0.01%
107
1263
$5.51K ﹤0.01%
30
1264
$5.48K ﹤0.01%
486
1265
$5.48K ﹤0.01%
32,365
-4,742
1266
$5.47K ﹤0.01%
200
1267
$5.37K ﹤0.01%
75
-93
1268
$5.34K ﹤0.01%
162
-100
1269
$5.27K ﹤0.01%
75
+46
1270
$5.18K ﹤0.01%
18
1271
$5.16K ﹤0.01%
1,000
1272
$5.14K ﹤0.01%
215
1273
$5.14K ﹤0.01%
100
1274
$5.14K ﹤0.01%
2,000
1275
$5.08K ﹤0.01%
70
49 50
51
52 53