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
301
$1.49M 0.04%
67,797
302
$1.49M 0.03%
103,335
-1,990
303
$1.48M 0.03%
40,860
+30,880
304
$1.48M 0.03%
26,961
+3,075
305
$1.44M 0.03%
9,318
+309
306
$1.43M 0.03%
5,666
-20
307
$1.42M 0.03%
15,122
-408
308
$1.41M 0.03%
28,746
-7,305
309
$1.4M 0.03%
174,626
310
$1.4M 0.03%
16,657
311
$1.4M 0.03%
173,184
+7,000
312
$1.39M 0.03%
30,101
-14,160
313
$1.37M 0.03%
72,521
-210
314
$1.36M 0.03%
13,038
+10,017
315
$1.36M 0.03%
143,950
+37,716
316
$1.34M 0.03%
6,883
+751
317
$1.33M 0.03%
79,988
318
$1.31M 0.03%
8,031
-24
319
$1.31M 0.03%
40,128
+13,386
320
$1.3M 0.03%
43,129
-125
321
$1.29M 0.03%
25,421
-40
322
$1.28M 0.03%
+219,330
323
$1.28M 0.03%
12,194
+3
324
$1.28M 0.03%
73,928
-25,297
325
$1.26M 0.03%
+22,300
11 12
13
14 15