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
1776
– –
-37,290
1777
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-400
1778
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-300
1779
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0
1780
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-107
1781
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-2,275
1782
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-6,000
1783
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-51
1784
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-1,500
1785
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0
1786
– –
-1,666
1787
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-100
1788
– –
-1,450
1789
– –
-3,000
1790
– –
-25
1791
– –
-526,000
1792
$0 ﹤0.01%
142
1793
$0 ﹤0.01%
1,000
1794
– –
-264
1795
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-150
1796
– –
-70
1797
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-277
1798
– –
-61
1799
– –
-410
1800
– –
-41,610
70 71
72
73 74