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
426
$643K 0.02%
15,900
-25
427
$641K 0.02%
7,509
+24
428
$640K 0.02%
152,310
+80,028
429
$639K 0.02%
5,943
-1,584
430
$627K 0.01%
1,129
431
$622K 0.01%
17,520
+1,060
432
$622K 0.01%
4,815
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433
$620K 0.01%
17,252
-220,285
434
$615K 0.01%
14,849
-297
435
$614K 0.01%
5,865
+2,988
436
$613K 0.01%
10,069
+6,254
437
$609K 0.01%
1,603
438
$608K 0.01%
4,200
439
$607K 0.01%
26,366
440
$605K 0.01%
6,059
-1,567
441
$596K 0.01%
145,364
-425
442
$591K 0.01%
10,315
-570
443
$586K 0.01%
20,076
-117,145
444
$583K 0.01%
320,240
-10,750
445
$582K 0.01%
3,993
+232
446
$577K 0.01%
+69,650
447
$572K 0.01%
40,050
-4,985
448
$568K 0.01%
16,130
+4,530
449
$558K 0.01%
113,720
+93,620
450
$551K 0.01%
4,058
-1,236
16 17
18
19 20