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
326
$1.26M 0.03%
91,274
+8,468
327
$1.26M 0.03%
10,905
+3,223
328
$1.25M 0.03%
31,095
-899
329
$1.23M 0.03%
112,460
+20,670
330
$1.2M 0.03%
9,870
-333
331
$1.19M 0.03%
14,908
-90
332
$1.18M 0.03%
9,420
+20
333
$1.17M 0.03%
71,894
334
$1.17M 0.03%
8,375
-112
335
$1.16M 0.03%
4,789
+160
336
$1.13M 0.03%
7,679
-55
337
$1.13M 0.03%
253,797
+157,406
338
$1.13M 0.03%
143,646
+27,773
339
$1.12M 0.03%
10,715
+869
340
$1.12M 0.03%
+42,220
341
$1.11M 0.03%
12,231
+400
342
$1.11M 0.03%
7,441
-60
343
$1.11M 0.03%
418,049
+56,530
344
$1.09M 0.03%
41,745
+17,131
345
$1.09M 0.03%
14,010
-450
346
$1.07M 0.03%
756
-23
347
$1.07M 0.03%
21,780
348
$1.07M 0.03%
2,363
-108
349
$1.06M 0.03%
17,410
+7,360
350
$1.06M 0.03%
6,288
-1,487
12 13
14
15 16