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
1801
– –
0
1802
– –
-1
1803
– –
-34
1804
– –
-60
1805
– –
-500
1806
– –
-4
1807
– –
-2
1808
– –
-30
1809
– –
-53
1810
– –
-2,480
1811
– –
-10,000
1812
– –
-100
1813
– –
-50
1814
– –
-25
1815
– –
-43
1816
– –
-50
1817
– –
-798
1818
– –
-9
1819
– –
-75
1820
– –
-56
1821
– –
-725
1822
– –
-13
1823
– –
-4,000
1824
– –
-275
1825
– –
-52,303
71 72
73
74 75