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
1401
$1.52K ﹤0.01%
+6
1402
$1.48K ﹤0.01%
+3
1403
$1.48K ﹤0.01%
28,150
1404
$1.46K ﹤0.01%
1
1405
$1.46K ﹤0.01%
33
1406
$1.43K ﹤0.01%
43
+1
1407
$1.4K ﹤0.01%
85
1408
$1.39K ﹤0.01%
28
1409
$1.39K ﹤0.01%
135
1410
$1.38K ﹤0.01%
50
1411
$1.38K ﹤0.01%
59,000
1412
$1.36K ﹤0.01%
4
-609
1413
$1.35K ﹤0.01%
45,000
1414
$1.34K ﹤0.01%
24
1415
$1.31K ﹤0.01%
19,700
1416
$1.29K ﹤0.01%
18
-32
1417
$1.27K ﹤0.01%
23,200
1418
$1.26K ﹤0.01%
25
1419
$1.25K ﹤0.01%
10
-390
1420
$1.24K ﹤0.01%
43,850
1421
$1.24K ﹤0.01%
100
1422
$1.23K ﹤0.01%
8,166
1423
$1.22K ﹤0.01%
100
1424
$1.2K ﹤0.01%
+21
1425
$1.19K ﹤0.01%
71,000
55 56
57
58 59