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
501
$406K 0.01%
3,471
+170
502
$402K 0.01%
13,190
+84
503
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74,080
+9,800
504
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860
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505
$390K 0.01%
582,407
506
$378K 0.01%
2,863
-272
507
$377K 0.01%
12,805
-10,670
508
$376K 0.01%
43,733
+35,500
509
$374K 0.01%
12,050
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510
$374K 0.01%
15,069
-787
511
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1,699
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512
$373K 0.01%
13,514
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513
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11,503
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514
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5,015
-108
515
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6,011
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516
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517
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518
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444
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519
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12,590
520
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12,374
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521
$352K 0.01%
68,950
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522
$351K 0.01%
2,285
-127
523
$350K 0.01%
145,900
524
$347K 0.01%
2,204
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525
$346K 0.01%
23,587
19 20
21
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