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
476
$481K 0.01%
1,835
-38
477
$480K 0.01%
10,511
+200
478
$475K 0.01%
28,335
-8,925
479
$471K 0.01%
3,033
-188
480
$466K 0.01%
3,228
+1,562
481
$465K 0.01%
+48,397
482
$465K 0.01%
6,989
483
$462K 0.01%
14,906
+2,131
484
$461K 0.01%
8,076
+125
485
$452K 0.01%
3,894
-348
486
$448K 0.01%
9,190
487
$445K 0.01%
21,807
-500
488
$442K 0.01%
3,223
489
$434K 0.01%
6,186
-1,006
490
$434K 0.01%
10,793
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491
$433K 0.01%
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492
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1,075
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493
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17,739
-1,000
494
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13,523
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495
$423K 0.01%
+291,530
496
$419K 0.01%
826
497
$410K 0.01%
2,375
498
$409K 0.01%
11,869
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499
$407K 0.01%
3,934
500
$407K 0.01%
12,561
-3,140
18 19
20
21 22