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
1351
$2.43K ﹤0.01%
15
-1
1352
$2.34K ﹤0.01%
200
1353
$2.3K ﹤0.01%
130
1354
$2.29K ﹤0.01%
420
1355
$2.2K ﹤0.01%
31
1356
$2.17K ﹤0.01%
94
1357
$2.17K ﹤0.01%
+17
1358
$2.16K ﹤0.01%
666
1359
$2.15K ﹤0.01%
+200
1360
$2.15K ﹤0.01%
150
1361
$2.13K ﹤0.01%
25
1362
$2.11K ﹤0.01%
126
1363
$2.11K ﹤0.01%
100
1364
$2.09K ﹤0.01%
19,900
1365
$2.06K ﹤0.01%
286
1366
$2.04K ﹤0.01%
18,700
1367
$2.03K ﹤0.01%
+100
1368
$1.97K ﹤0.01%
35
1369
$1.95K ﹤0.01%
35
-10
1370
$1.93K ﹤0.01%
479
1371
$1.89K ﹤0.01%
100
1372
$1.88K ﹤0.01%
25
1373
$1.84K ﹤0.01%
100
1374
$1.82K ﹤0.01%
60
1375
$1.8K ﹤0.01%
1,450
53 54
55
56 57