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
626
$197K ﹤0.01%
349
-95
627
$196K ﹤0.01%
8,610
-4,090
628
$195K ﹤0.01%
3,365
+2,608
629
$194K ﹤0.01%
13,450
630
$193K ﹤0.01%
3,825
631
$192K ﹤0.01%
3,801
+17
632
$192K ﹤0.01%
1,227
+75
633
$192K ﹤0.01%
2,534
-30
634
$192K ﹤0.01%
3,900
-5,700
635
$190K ﹤0.01%
11,448
-1,249
636
$189K ﹤0.01%
2,391
-306
637
$187K ﹤0.01%
1,901
638
$187K ﹤0.01%
1,920
-56
639
$187K ﹤0.01%
2,980
+1,650
640
$183K ﹤0.01%
1,428
641
$183K ﹤0.01%
845
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642
$183K ﹤0.01%
+915
643
$180K ﹤0.01%
3,336
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644
$179K ﹤0.01%
6,000
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645
$178K ﹤0.01%
7,382
646
$177K ﹤0.01%
2,475
-1,325
647
$177K ﹤0.01%
4,400
-1,000
648
$177K ﹤0.01%
4,515
+4,387
649
$175K ﹤0.01%
1,008
+990
650
$175K ﹤0.01%
4,358
+258
24 25
26
27 28