AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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%
3 Healthcare 11.07%
4 Consumer Discretionary 7.94%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.04M 0.02%
10,731
-3,967
352
$1.04M 0.02%
321,948
353
$1.03M 0.02%
18,660
-55
354
$1.02M 0.02%
53,796
-155
355
$996K 0.02%
11,370
356
$984K 0.02%
10,910
+283
357
$976K 0.02%
350,905
+116,054
358
$966K 0.02%
6,951
+5,295
359
$957K 0.02%
55,708
+31,130
360
$951K 0.02%
10,103
-14,068
361
$949K 0.02%
18,787
+186
362
$942K 0.02%
2,442
+379
363
$942K 0.02%
47,026
-1,270
364
$935K 0.02%
10,369
-915
365
$933K 0.02%
73,519
+6,954
366
$916K 0.02%
5,128
+600
367
$897K 0.02%
14,322
-396
368
$891K 0.02%
18,000
+15,000
369
$889K 0.02%
11,834
+263
370
$882K 0.02%
21,962
+47
371
$877K 0.02%
54,975
-13,926
372
$875K 0.02%
24,860
373
$866K 0.02%
68,073
-2,015
374
$866K 0.02%
41,740
+52
375
$864K 0.02%
1,382
+108
13 14
15
16 17