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
726
$117K ﹤0.01%
1,730
727
$111K ﹤0.01%
17,338
728
$110K ﹤0.01%
3,006
729
$109K ﹤0.01%
2,977
730
$109K ﹤0.01%
3,800
-500
731
$108K ﹤0.01%
12,390
-5,975
732
$107K ﹤0.01%
426
+50
733
$107K ﹤0.01%
1,000
734
$106K ﹤0.01%
343
+281
735
$106K ﹤0.01%
2,500
-1,000
736
$106K ﹤0.01%
639
+475
737
$106K ﹤0.01%
682
+600
738
$105K ﹤0.01%
4,297
739
$105K ﹤0.01%
4,440
+56
740
$105K ﹤0.01%
11,000
741
$105K ﹤0.01%
1,150
742
$102K ﹤0.01%
5,000
743
$102K ﹤0.01%
232
744
$102K ﹤0.01%
3,544
745
$101K ﹤0.01%
4,072
746
$101K ﹤0.01%
4,901
747
$101K ﹤0.01%
1,593
748
$100K ﹤0.01%
1,250
749
$99K ﹤0.01%
63
750
$97.9K ﹤0.01%
1,308
28 29
30
31 32