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
651
$174K ﹤0.01%
4,925
652
$173K ﹤0.01%
1,475
653
$172K ﹤0.01%
+3,500
654
$172K ﹤0.01%
207
655
$170K ﹤0.01%
5,900
656
$170K ﹤0.01%
15,445
657
$169K ﹤0.01%
1,750
-150
658
$166K ﹤0.01%
1,087
-167
659
$165K ﹤0.01%
1,176
-180
660
$163K ﹤0.01%
722
-49
661
$160K ﹤0.01%
2,000
662
$160K ﹤0.01%
1,406
-299
663
$159K ﹤0.01%
875
664
$159K ﹤0.01%
3,101
-1,400
665
$159K ﹤0.01%
7,328
666
$156K ﹤0.01%
3,403
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$155K ﹤0.01%
933
668
$155K ﹤0.01%
78,525
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669
$154K ﹤0.01%
1,137
670
$153K ﹤0.01%
3,508
671
$152K ﹤0.01%
10,000
672
$151K ﹤0.01%
3,300
+3,200
673
$150K ﹤0.01%
1,042
-394
674
$150K ﹤0.01%
+10,993
675
$149K ﹤0.01%
5,597
25 26
27
28 29