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
1751
– –
-14,600
1752
– –
-350
1753
$0 ﹤0.01%
2,500
1754
– –
-900
1755
– –
0
1756
$0 ﹤0.01%
1,000,000
1757
– –
-500
1758
– –
-150
1759
$0 ﹤0.01%
35,100
1760
$0 ﹤0.01%
5,450
1761
$0 ﹤0.01%
1,248,000
1762
$0 ﹤0.01%
640
1763
$0 ﹤0.01%
6,000
1764
$0 ﹤0.01%
4,948
1765
$0 ﹤0.01%
50,000
1766
$0 ﹤0.01%
250
1767
– –
-16
1768
– –
-176
1769
– –
0
1770
– –
-2,405
1771
– –
-1,832
1772
– –
-9,632
1773
– –
-6,700
1774
– –
-100
1775
– –
-125
69 70
71
72 73