AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1276
$5.02K ﹤0.01%
30
1277
$5K ﹤0.01%
20
1278
$4.96K ﹤0.01%
50
1279
$4.93K ﹤0.01%
12
1280
$4.87K ﹤0.01%
1,522
1281
$4.85K ﹤0.01%
43
1282
$4.76K ﹤0.01%
128
1283
$4.69K ﹤0.01%
200
1284
$4.66K ﹤0.01%
49
-114
1285
$4.55K ﹤0.01%
533
1286
$4.5K ﹤0.01%
54
-200
1287
$4.5K ﹤0.01%
28
1288
$4.48K ﹤0.01%
1,579
1289
$4.39K ﹤0.01%
21,950
-500
1290
$4.32K ﹤0.01%
600
1291
$4.3K ﹤0.01%
85
1292
$4.26K ﹤0.01%
95
1293
$4.21K ﹤0.01%
149
1294
$4.2K ﹤0.01%
66
1295
$4.17K ﹤0.01%
54
1296
$4.14K ﹤0.01%
2
-1
1297
$4.14K ﹤0.01%
108
1298
$4.13K ﹤0.01%
81
-575
1299
$4.13K ﹤0.01%
40
-51
1300
$4.08K ﹤0.01%
14
50 51
52
53 54