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
1726
$0 ﹤0.01%
1,250
1727
– –
-672,560
1728
– –
-21
1729
– –
-17,900
1730
– –
-1,704
1731
– –
-24,976
1732
– –
-5,000
1733
– –
-3,644
1734
– –
-1,666
1735
– –
-1,666
1736
– –
-2,500
1737
– –
-7,589
1738
– –
-1,000
1739
– –
-1,000
1740
– –
-1,000
1741
– –
-2,500
1742
– –
-7,500
1743
– –
-15,000
1744
– –
-5,500
1745
– –
-1,500
1746
– –
-21,750
1747
$0 ﹤0.01%
400
1748
– –
-2,500
1749
– –
-4,046
1750
– –
-687
68 69
70
71 72