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
676
$150K ﹤0.01%
1,042
-394
677
$150K ﹤0.01%
+10,993
678
$149K ﹤0.01%
5,597
679
$149K ﹤0.01%
6,937
680
$147K ﹤0.01%
23,026
-179
681
$145K ﹤0.01%
733
-50
682
$145K ﹤0.01%
4,074
+304
683
$145K ﹤0.01%
12,227
684
$144K ﹤0.01%
1,748
+480
685
$144K ﹤0.01%
1,845
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686
$143K ﹤0.01%
6,100
+5,000
687
$142K ﹤0.01%
1,330
-100
688
$142K ﹤0.01%
2,305
-1,045
689
$141K ﹤0.01%
+1,719
690
$141K ﹤0.01%
15,175
+1,100
691
$140K ﹤0.01%
1,297
+164
692
$139K ﹤0.01%
1,558
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693
$139K ﹤0.01%
1,092
694
$138K ﹤0.01%
2,691
-924
695
$138K ﹤0.01%
1,916
-1,183
696
$136K ﹤0.01%
1,877
697
$136K ﹤0.01%
155
-37
698
$136K ﹤0.01%
1,455
-1,263
699
$135K ﹤0.01%
1,063
-650
700
$134K ﹤0.01%
2,247
-116
26 27
28
29 30