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
1701
– –
-1,550
1702
– –
-467
1703
– –
-4,500
1704
– –
-224
1705
– –
-66,884
1706
– –
-40
1707
– –
-4,663
1708
$0 ﹤0.01%
2,000
1709
– –
-1,250
1710
– –
-56,354
1711
– –
-1,950
1712
– –
-2,978
1713
– –
-10
1714
– –
-3,697
1715
– –
-1,350
1716
– –
-66,568
1717
– –
-5,500
1718
– –
-10,749
1719
– –
-4,400
1720
– –
-1,575
1721
– –
-203
1722
– –
-1,050
1723
– –
-8,600
1724
– –
-16,773
1725
– –
-2,500
67 68
69
70 71