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
426
$643K 0.02%
2,453
+251
427
$643K 0.02%
15,900
-25
428
$641K 0.02%
7,509
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429
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152,310
+80,028
430
$639K 0.02%
5,943
-1,584
431
$627K 0.01%
1,129
432
$622K 0.01%
17,520
+1,060
433
$622K 0.01%
4,815
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434
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17,252
-220,285
435
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14,849
-297
436
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5,865
+2,988
437
$613K 0.01%
10,069
+6,254
438
$609K 0.01%
1,603
439
$608K 0.01%
4,200
440
$607K 0.01%
26,366
441
$605K 0.01%
6,059
-1,567
442
$596K 0.01%
145,364
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443
$591K 0.01%
10,315
-570
444
$586K 0.01%
20,076
-117,145
445
$583K 0.01%
320,240
-10,750
446
$582K 0.01%
3,993
+232
447
$577K 0.01%
+69,650
448
$572K 0.01%
40,050
-4,985
449
$568K 0.01%
16,130
+4,530
450
$558K 0.01%
113,720
+93,620
16 17
18
19 20