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
1826
– –
-100
1827
– –
0
1828
– –
0
1829
– –
-7,136
1830
– –
-30
1831
– –
-21
1832
– –
-27
1833
– –
-1,464
1834
– –
-100
1835
– –
-16,590
1836
– –
-100
1837
– –
-31,310
1838
– –
-575
1839
– –
-820
1840
– –
-28
1841
– –
-155
1842
– –
-200
1843
– –
-16
1844
– –
-50
1845
– –
-42
1846
– –
-36
1847
– –
-306
1848
– –
-89
1849
– –
-400
1850
– –
-300
72 73
74
75 76