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
351
$1.06M 0.03%
17,719
-8,043
352
$1.04M 0.02%
10,731
-3,967
353
$1.04M 0.02%
321,948
354
$1.03M 0.02%
18,660
-55
355
$1.02M 0.02%
53,796
-155
356
$996K 0.02%
11,370
357
$984K 0.02%
10,910
+283
358
$976K 0.02%
350,905
+116,054
359
$966K 0.02%
6,951
+5,295
360
$957K 0.02%
55,708
+31,130
361
$951K 0.02%
10,103
-14,068
362
$949K 0.02%
18,787
+186
363
$942K 0.02%
2,442
+379
364
$942K 0.02%
47,026
-1,270
365
$935K 0.02%
10,369
-915
366
$933K 0.02%
73,519
+6,954
367
$916K 0.02%
5,128
+600
368
$897K 0.02%
14,322
-396
369
$891K 0.02%
18,000
+15,000
370
$889K 0.02%
11,834
+263
371
$882K 0.02%
21,962
+47
372
$877K 0.02%
54,975
-13,926
373
$875K 0.02%
24,860
374
$866K 0.02%
68,073
-2,015
375
$866K 0.02%
41,740
+52
13 14
15
16 17