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
1451
$905 ﹤0.01%
44,577
1452
$904 ﹤0.01%
39
1453
$904 ﹤0.01%
11,300
1454
$882 ﹤0.01%
8,800
1455
$879 ﹤0.01%
17,542
1456
$876 ﹤0.01%
13,455
1457
$865 ﹤0.01%
7,650
1458
$856 ﹤0.01%
116
1459
$812 ﹤0.01%
36
1460
$811 ﹤0.01%
13,300
1461
$805 ﹤0.01%
10,000
1462
$797 ﹤0.01%
+16,773
1463
$790 ﹤0.01%
52
1464
$789 ﹤0.01%
3,669
1465
$784 ﹤0.01%
32,000
1466
$779 ﹤0.01%
44,500
1467
$770 ﹤0.01%
2,000
1468
$766 ﹤0.01%
149
1469
$765 ﹤0.01%
25,000
1470
$750 ﹤0.01%
5,000
1471
$748 ﹤0.01%
78
1472
$743 ﹤0.01%
22
+1
1473
$734 ﹤0.01%
1,225
1474
$722 ﹤0.01%
5,155
-45
1475
$711 ﹤0.01%
117
57 58
59
60 61