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
176
$3.38M 0.09%
39,919
-6,421
177
$3.31M 0.09%
11,234
+79
178
$3.27M 0.09%
141,806
-5,426
179
$3.27M 0.09%
51,706
+149
180
$3.26M 0.09%
378,011
+109,415
181
$3.23M 0.09%
209,828
-199,875
182
$3.22M 0.09%
50,180
+117
183
$3.21M 0.08%
41,160
+6,300
184
$3.2M 0.08%
9,130
+20
185
$3.17M 0.08%
215,387
-390
186
$3.17M 0.08%
6,859
+157
187
$3.16M 0.08%
6,737
+55
188
$3.15M 0.08%
62,935
-27,600
189
$3.11M 0.08%
94,025
+15,774
190
$3.08M 0.08%
6,754
-44
191
$3.03M 0.08%
24,995
-5
192
$3.01M 0.08%
55,335
+6,286
193
$2.95M 0.08%
20,413
-82
194
$2.95M 0.08%
72,626
-806
195
$2.94M 0.08%
6,015
-131
196
$2.87M 0.08%
19,443
+1,970
197
$2.81M 0.07%
253,482
198
$2.74M 0.07%
100,457
+11,090
199
$2.74M 0.07%
+130,683
200
$2.71M 0.07%
111,771
+31,695
6 7
8
9 10