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
501
$407K 0.01%
3,934
502
$407K 0.01%
12,561
-3,140
503
$406K 0.01%
3,471
+170
504
$402K 0.01%
13,190
+84
505
$394K 0.01%
74,080
+9,800
506
$394K 0.01%
860
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507
$390K 0.01%
582,407
508
$378K 0.01%
2,863
-272
509
$377K 0.01%
12,805
-10,670
510
$376K 0.01%
43,733
+35,500
511
$374K 0.01%
12,050
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512
$374K 0.01%
15,069
-787
513
$374K 0.01%
1,699
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514
$373K 0.01%
13,514
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515
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516
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517
$363K 0.01%
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518
$362K 0.01%
24,552
519
$358K 0.01%
8,300
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520
$358K 0.01%
444
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521
$356K 0.01%
12,590
522
$353K 0.01%
12,374
-131
523
$352K 0.01%
68,950
-16,500
524
$351K 0.01%
2,285
-127
525
$350K 0.01%
145,900
19 20
21
22 23