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
401
$723K 0.02%
2,143
402
$721K 0.02%
28,410
-87,006
403
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15,750
-700
404
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137,640
-415
405
$709K 0.02%
18,000
+100
406
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95,429
+57,159
407
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7,032
-10,690
408
$694K 0.02%
9,893
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409
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410
$683K 0.02%
16,936
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411
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412
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6,935
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413
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24,883
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414
$671K 0.02%
53,744
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415
$667K 0.02%
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416
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33,045
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418
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419
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26,572
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420
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421
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25,227
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422
$656K 0.02%
25,463
+25,155
423
$647K 0.02%
916
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424
$647K 0.02%
1,219
+115
425
$644K 0.02%
47,670
+550
15 16
17
18 19