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
1876
-2,000
1877
-150
1878
-22,089
1879
-3
1880
-103,735
1881
0
1882
0
1883
-50
1884
-1,311
1885
-1,194
1886
-50
1887
-4
1888
-10
1889
-100
1890
-34
1891
-150
1892
-95
1893
-180
1894
-100
1895
0
1896
-57