AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
251
$2.16M 0.05%
32,410
252
$2.13M 0.05%
16,724
-127
253
$2.11M 0.05%
6,740
+3
254
$2.11M 0.05%
6,773
-268
255
$2.05M 0.05%
63,834
+23,351
256
$1.99M 0.05%
13,443
-1,686
257
$1.98M 0.05%
160,259
-9,853
258
$1.97M 0.05%
438,609
+24,401
259
$1.92M 0.05%
109,672
+12,963
260
$1.92M 0.05%
8,231
-186
261
$1.91M 0.04%
37,284
+1,142
262
$1.9M 0.04%
259,531
-120,110
263
$1.89M 0.04%
12,849
+1,405
264
$1.89M 0.04%
34,365
+12,226
265
$1.89M 0.04%
10,535
-327
266
$1.84M 0.04%
70,690
267
$1.83M 0.04%
12,879
+946
268
$1.83M 0.04%
11,588
-1,828
269
$1.83M 0.04%
4,368
+714
270
$1.81M 0.04%
193,077
271
$1.8M 0.04%
35,541
-2,190
272
$1.79M 0.04%
66,774
-3,302
273
$1.79M 0.04%
146,481
-14,094
274
$1.77M 0.04%
18,071
-10,880
275
$1.77M 0.04%
7,262
-119
9 10
11
12 13