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
376
$864K 0.02%
1,382
+108
377
$843K 0.02%
145,519
-435
378
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6,847
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8,610
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16,300
-785
381
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3,191
+1,526
382
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27,489
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383
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97,075
+17,761
384
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385
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386
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4,859
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388
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2,989
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389
$785K 0.02%
16,381
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390
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391
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393
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66,891
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7,989
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396
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4,531
-15
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$749K 0.02%
106,078
-325
398
$747K 0.02%
3,639
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399
$747K 0.02%
9,198
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400
$739K 0.02%
+34,304
14 15
16
17 18