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
626
$200K ﹤0.01%
5,356
-11,601
627
$199K ﹤0.01%
1,922
-616
628
$198K ﹤0.01%
13,699
-135,869
629
$197K ﹤0.01%
349
-95
630
$196K ﹤0.01%
8,610
-4,090
631
$195K ﹤0.01%
3,365
+2,608
632
$194K ﹤0.01%
13,450
633
$193K ﹤0.01%
3,825
634
$192K ﹤0.01%
3,801
+17
635
$192K ﹤0.01%
1,227
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636
$192K ﹤0.01%
2,534
-30
637
$192K ﹤0.01%
3,900
-5,700
638
$190K ﹤0.01%
11,448
-1,249
639
$189K ﹤0.01%
2,391
-306
640
$187K ﹤0.01%
1,901
641
$187K ﹤0.01%
1,920
-56
642
$187K ﹤0.01%
2,980
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643
$183K ﹤0.01%
1,428
644
$183K ﹤0.01%
845
-6
645
$183K ﹤0.01%
+915
646
$180K ﹤0.01%
3,336
-715
647
$179K ﹤0.01%
30,000
-62,500
648
$178K ﹤0.01%
7,382
649
$177K ﹤0.01%
2,475
-1,325
650
$177K ﹤0.01%
4,400
-1,000
24 25
26
27 28