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
1726
– –
-5,500
1727
– –
-1,500
1728
– –
-21,750
1729
$0 ﹤0.01%
400
1730
– –
-2,500
1731
– –
-4,046
1732
– –
-687
1733
– –
-14,600
1734
– –
-350
1735
$0 ﹤0.01%
2,500
1736
– –
-900
1737
– –
0
1738
$0 ﹤0.01%
1,000,000
1739
– –
-500
1740
– –
-150
1741
$0 ﹤0.01%
35,100
1742
$0 ﹤0.01%
5,450
1743
$0 ﹤0.01%
6,000
1744
$0 ﹤0.01%
4,948
1745
$0 ﹤0.01%
50,000
1746
$0 ﹤0.01%
250
1747
– –
-1,666
1748
– –
-100
1749
– –
-1,450
1750
– –
-3,000
68 69
70
71 72