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
476
$490K 0.01%
+4,300
477
$487K 0.01%
+62,260
478
$481K 0.01%
1,835
-38
479
$480K 0.01%
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480
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28,335
-8,925
481
$471K 0.01%
3,033
-188
482
$466K 0.01%
3,228
+1,562
483
$465K 0.01%
+48,397
484
$465K 0.01%
6,989
485
$462K 0.01%
14,906
+2,131
486
$461K 0.01%
8,076
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487
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3,894
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488
$448K 0.01%
919
489
$445K 0.01%
21,807
-500
490
$442K 0.01%
3,223
491
$434K 0.01%
6,186
-1,006
492
$434K 0.01%
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12,555
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494
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1,075
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495
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496
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13,523
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497
$423K 0.01%
+291,530
498
$419K 0.01%
826
499
$410K 0.01%
2,375
500
$409K 0.01%
11,869
-99
18 19
20
21 22