AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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 7.93%
4 Financials 7.69%
5 Materials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$2 ﹤0.01%
3,750
1652
– –
-4
1653
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-222
1654
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-100
1655
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-300
1656
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-200
1657
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-280
1658
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-175
1659
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0
1660
– –
-815,617
1661
– –
-15
1662
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-19,905
1663
– –
-2,950
1664
– –
-313
1665
– –
-17,646
1666
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-1,000
1667
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-3,332
1668
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-1,400
1669
$0 ﹤0.01%
2,544,675
1670
– –
-4,998
1671
– –
-200
1672
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-30
1673
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-100
1674
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-34
1675
– –
-100
65 66
67
68 69