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
401
$721K 0.02%
28,410
-87,006
402
$719K 0.02%
15,750
-700
403
$716K 0.02%
137,640
-415
404
$709K 0.02%
18,000
+100
405
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95,429
+57,159
406
$695K 0.02%
7,032
-10,690
407
$694K 0.02%
9,893
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408
$694K 0.02%
70,923
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409
$683K 0.02%
16,936
-34,559
410
$682K 0.02%
3,900
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411
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6,935
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412
$672K 0.02%
24,883
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413
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53,744
-41,790
414
$667K 0.02%
6,732
415
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48,198
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416
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33,045
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417
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30,460
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418
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419
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420
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25,227
-17,482
421
$656K 0.02%
25,463
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422
$647K 0.02%
4,580
+250
423
$647K 0.02%
1,219
+115
424
$644K 0.02%
47,670
+550
425
$643K 0.02%
2,453
+251
15 16
17
18 19