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
1576
$203 ﹤0.01%
1,000
1577
$203 ﹤0.01%
2,600
1578
$202 ﹤0.01%
10
1579
$200 ﹤0.01%
2,500
1580
$185 ﹤0.01%
5,282
1581
$183 ﹤0.01%
3,100
1582
$182 ﹤0.01%
20
1583
$180 ﹤0.01%
2,000
1584
$172 ﹤0.01%
5,000
1585
$163 ﹤0.01%
2,500
1586
$161 ﹤0.01%
1,073
-600
1587
$157 ﹤0.01%
3,149
1588
$157 ﹤0.01%
3,175
1589
$153 ﹤0.01%
7,200
1590
$146 ﹤0.01%
8,150
1591
$145 ﹤0.01%
2,000
1592
$141 ﹤0.01%
66
-1
1593
$140 ﹤0.01%
2,500
1594
$139 ﹤0.01%
2,500
1595
$138 ﹤0.01%
13,850
1596
$137 ﹤0.01%
2,500
1597
$137 ﹤0.01%
4,300
1598
$134 ﹤0.01%
5
1599
$133 ﹤0.01%
15
1600
$133 ﹤0.01%
3,333
62 63
64
65 66