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
601
$232K 0.01%
3,720
-7,021
602
$231K 0.01%
78,173
-200
603
$227K 0.01%
8,862
-254
604
$225K 0.01%
991
605
$224K 0.01%
11,022
+1,293
606
$221K 0.01%
11,442
-1,148
607
$220K 0.01%
115,624
-335
608
$219K 0.01%
1,883
+85
609
$218K 0.01%
91,013
-265
610
$218K 0.01%
825
-6,733
611
$217K 0.01%
14,040
612
$216K 0.01%
3,460
+660
613
$216K 0.01%
722
614
$216K 0.01%
2,457
-15
615
$213K 0.01%
38,500
+5,000
616
$212K 0.01%
1,898
617
$210K ﹤0.01%
3,159
618
$209K ﹤0.01%
29,387
619
$207K ﹤0.01%
+10,000
620
$206K ﹤0.01%
3,129
-1
621
$203K ﹤0.01%
7,048
-761
622
$202K ﹤0.01%
4,524
-100
623
$200K ﹤0.01%
5,356
-11,601
624
$199K ﹤0.01%
1,922
-616
625
$198K ﹤0.01%
13,699
-135,869
23 24
25
26 27