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
651
$177K ﹤0.01%
4,515
+4,387
652
$175K ﹤0.01%
1,008
+990
653
$175K ﹤0.01%
4,358
+258
654
$174K ﹤0.01%
4,925
655
$173K ﹤0.01%
1,475
656
$172K ﹤0.01%
+3,500
657
$172K ﹤0.01%
207
658
$170K ﹤0.01%
5,900
659
$170K ﹤0.01%
15,445
660
$169K ﹤0.01%
1,750
-150
661
$166K ﹤0.01%
1,087
-167
662
$165K ﹤0.01%
1,176
-180
663
$163K ﹤0.01%
722
-49
664
$160K ﹤0.01%
2,000
665
$160K ﹤0.01%
1,406
-299
666
$159K ﹤0.01%
875
667
$159K ﹤0.01%
3,101
-1,400
668
$159K ﹤0.01%
7,328
669
$156K ﹤0.01%
3,403
+364
670
$155K ﹤0.01%
933
671
$155K ﹤0.01%
78,525
-280
672
$154K ﹤0.01%
1,137
673
$153K ﹤0.01%
3,508
674
$152K ﹤0.01%
10,000
675
$151K ﹤0.01%
3,300
+3,200
25 26
27
28 29