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
51
$14.4M 0.34%
624,332
-52,222
52
$14.2M 0.33%
84,446
+274
53
$14.2M 0.33%
73,843
+39,272
54
$13.8M 0.32%
76,555
-2,955
55
$13.7M 0.32%
80,647
-101
56
$13.6M 0.32%
63,152
+60,854
57
$13.6M 0.32%
33,068
+1,898
58
$13.4M 0.31%
78,518
-4,138
59
$13.4M 0.31%
20,270
+271
60
$13.4M 0.31%
31,338
-892
61
$13.1M 0.31%
93,793
+373
62
$12.9M 0.3%
310,440
-69
63
$12.5M 0.29%
106,070
+1,921
64
$12M 0.28%
217,025
-8,465
65
$12M 0.28%
73,031
-575
66
$12M 0.28%
322,513
+13,913
67
$11.8M 0.28%
1,383,609
+251,309
68
$11.6M 0.27%
128,060
+62,266
69
$11.2M 0.26%
158,780
+2,618
70
$11.1M 0.26%
238,493
-86,203
71
$11M 0.26%
130,016
+97,287
72
$11M 0.26%
130,380
-43,635
73
$11M 0.26%
234,075
+228,525
74
$11M 0.26%
238,244
-40,861
75
$10.9M 0.26%
123,219
-1,021
1 2
3
4 5