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
701
$132K ﹤0.01%
2,380
-1,400
702
$132K ﹤0.01%
+1,141
703
$132K ﹤0.01%
1,665
704
$132K ﹤0.01%
1,700
705
$131K ﹤0.01%
5,500
706
$131K ﹤0.01%
2,572
-2,119
707
$128K ﹤0.01%
1,725
+1,625
708
$127K ﹤0.01%
5,110
+50
709
$127K ﹤0.01%
2,210
710
$124K ﹤0.01%
6,500
711
$123K ﹤0.01%
1,949
712
$123K ﹤0.01%
4,868
-841
713
$122K ﹤0.01%
828
+216
714
$121K ﹤0.01%
1,050
715
$120K ﹤0.01%
1,325
-95
716
$120K ﹤0.01%
2,570
-9,248
717
$119K ﹤0.01%
3,265
+39
718
$119K ﹤0.01%
+3,425
719
$118K ﹤0.01%
1,334
720
$118K ﹤0.01%
1,029
-242
721
$117K ﹤0.01%
26,308
-142,674
722
$117K ﹤0.01%
202
723
$117K ﹤0.01%
1,730
724
$111K ﹤0.01%
17,338
725
$110K ﹤0.01%
3,006
27 28
29
30 31