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
1551
$265 ﹤0.01%
7,312
-5,300
1552
$258 ﹤0.01%
6,450
1553
$256 ﹤0.01%
6,204
1554
$251 ﹤0.01%
6,293
1555
$249 ﹤0.01%
4
1556
$246 ﹤0.01%
2,500
1557
$243 ﹤0.01%
59
1558
$243 ﹤0.01%
3,350
1559
$243 ﹤0.01%
12,098
1560
$242 ﹤0.01%
123
1561
$242 ﹤0.01%
5,000
1562
$240 ﹤0.01%
80
1563
$237 ﹤0.01%
5,200
1564
$237 ﹤0.01%
5,050
1565
$235 ﹤0.01%
10
1566
$235 ﹤0.01%
10
-284
1567
$233 ﹤0.01%
6,000
1568
$230 ﹤0.01%
8,600
1569
$224 ﹤0.01%
7,500
1570
$224 ﹤0.01%
4,550
1571
$219 ﹤0.01%
9,996
-1
1572
$212 ﹤0.01%
5,298
1573
$209 ﹤0.01%
11,000
1574
$208 ﹤0.01%
10,000
1575
$208 ﹤0.01%
7,900
61 62
63
64 65