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
276
$1.77M 0.04%
27,620
+7,630
277
$1.76M 0.04%
6,042
-75
278
$1.76M 0.04%
99,196
-1,400
279
$1.75M 0.04%
25,045
-503
280
$1.74M 0.04%
22,422
-217
281
$1.74M 0.04%
9,033
+14
282
$1.71M 0.04%
126,385
-17,229
283
$1.7M 0.04%
344,787
-5,225
284
$1.69M 0.04%
78,621
+2,370
285
$1.69M 0.04%
6,170
-223
286
$1.69M 0.04%
4,478
-79
287
$1.65M 0.04%
31,673
-1,535
288
$1.63M 0.04%
15,965
+381
289
$1.6M 0.04%
119,812
+24,406
290
$1.57M 0.04%
84,642
+1,266
291
$1.57M 0.04%
150,598
+51,180
292
$1.56M 0.04%
6,291
+1,205
293
$1.54M 0.04%
+52,610
294
$1.54M 0.04%
13,732
-5,119
295
$1.53M 0.04%
8,037
-30
296
$1.53M 0.04%
6,593
-1,329
297
$1.52M 0.04%
229,360
+65,940
298
$1.51M 0.04%
7,528
+626
299
$1.51M 0.04%
5,043
+84
300
$1.5M 0.04%
13,456
+152
10 11
12
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