AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.22B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,900
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$82.2M
3
+$52.7M
4
AMT icon
American Tower
AMT
+$13.1M
5
BERY
Berry Global Group, Inc.
BERY
+$13M

Top Sells

1
+$38.9M
2
+$30.2M
3
+$17.7M
4
RBA icon
RB Global
RBA
+$17.6M
5
AQN icon
Algonquin Power & Utilities
AQN
+$11.7M

Sector Composition

1 Industrials 20.45%
2 Technology 13.01%
3 Healthcare 11.07%
4 Consumer Discretionary 7.94%
5 Financials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.61M 0.06%
5,386,991
+301,000
227
$2.54M 0.06%
38,447
-12,229
228
$2.54M 0.06%
34,861
+640
229
$2.54M 0.06%
43,093
+284
230
$2.54M 0.06%
174,264
-328
231
$2.49M 0.06%
146,283
+16,810
232
$2.48M 0.06%
11,113
+2,266
233
$2.47M 0.06%
64,626
+33,200
234
$2.43M 0.06%
95,325
+9,646
235
$2.42M 0.06%
24,355
236
$2.41M 0.06%
97,790
+58,930
237
$2.39M 0.06%
16,605
-225
238
$2.37M 0.06%
10,530
-82
239
$2.36M 0.06%
251,784
+87,533
240
$2.33M 0.05%
80,491
241
$2.32M 0.05%
105,104
+1,693
242
$2.31M 0.05%
69,469
+20,330
243
$2.29M 0.05%
32,535
+5,522
244
$2.29M 0.05%
16,808
+12,476
245
$2.28M 0.05%
63,238
+8,410
246
$2.25M 0.05%
121,564
-8,888
247
$2.23M 0.05%
45,159
+9,228
248
$2.22M 0.05%
115,910
249
$2.21M 0.05%
35,397
-580
250
$2.17M 0.05%
8,329
-420
8 9
10
11 12