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
26
$40.6M 0.95%
115,764
-598
27
$38.5M 0.9%
108,707
+3,146
28
$38.1M 0.89%
494,384
+26,392
29
$36.9M 0.87%
103,421
-388
30
$35.5M 0.83%
450,122
-7,145
31
$33.8M 0.79%
281,745
-1,135
32
$31.4M 0.74%
214,535
+885
33
$30.9M 0.73%
118,964
+16,649
34
$30.6M 0.72%
103,195
+930
35
$25M 0.59%
743,942
-65,121
36
$24.1M 0.57%
158,760
+4,015
37
$23.1M 0.54%
164,012
+148
38
$22.9M 0.54%
657,761
-18,696
39
$22.2M 0.52%
98,553
-1,689
40
$21.9M 0.51%
26,994
-673
41
$21.6M 0.51%
386,592
+69,030
42
$20.9M 0.49%
192,045
-3,790
43
$17.6M 0.41%
933,978
-201,030
44
$17.3M 0.41%
303,345
+47,480
45
$16.8M 0.4%
1,534,622
+33,997
46
$15.9M 0.37%
197,886
-6,179
47
$15.2M 0.36%
199,801
+3,122
48
$15M 0.35%
273,632
+870
49
$14.9M 0.35%
1,444,386
-261,402
50
$14.7M 0.34%
988,533
-117,340
1
2
3 4 5