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
1501
$515 ﹤0.01%
2,600
1502
$507 ﹤0.01%
58
1503
$505 ﹤0.01%
17,300
1504
$499 ﹤0.01%
3,993
-105
1505
$490 ﹤0.01%
21,701
1506
$486 ﹤0.01%
19
1507
$483 ﹤0.01%
8,620
1508
$477 ﹤0.01%
+10
1509
$474 ﹤0.01%
12
1510
$471 ﹤0.01%
13,332
1511
$467 ﹤0.01%
10,040
-10
1512
$463 ﹤0.01%
15,470
-10,000
1513
$460 ﹤0.01%
5
1514
$450 ﹤0.01%
16,000
1515
$447 ﹤0.01%
10,850
1516
$446 ﹤0.01%
8,006
1517
$433 ﹤0.01%
5
1518
$430 ﹤0.01%
200
1519
$426 ﹤0.01%
1,858
-209
1520
$414 ﹤0.01%
+9
1521
$406 ﹤0.01%
21
1522
$400 ﹤0.01%
50
1523
$399 ﹤0.01%
15
1524
$392 ﹤0.01%
4,000
1525
$392 ﹤0.01%
2,800
59 60
61
62 63