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
451
$550K 0.01%
14,843
+1,551
452
$550K 0.01%
41,528
-125
453
$549K 0.01%
6,429
454
$547K 0.01%
7,263
+214
455
$546K 0.01%
265,126
+31,786
456
$544K 0.01%
1,989
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457
$542K 0.01%
20,528
458
$538K 0.01%
38,879
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459
$537K 0.01%
4,853
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460
$537K 0.01%
12,506
-467
461
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462
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1,107
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463
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11,346
464
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+2,687
465
$533K 0.01%
163,023
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466
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467
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468
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$511K 0.01%
+31,790
470
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18,535
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471
$509K 0.01%
129,902
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472
$508K 0.01%
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-55
473
$506K 0.01%
3,000
474
$490K 0.01%
+4,300
475
$487K 0.01%
+62,260
17 18
19
20 21