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
751
$97.1K ﹤0.01%
1,514
752
$96K ﹤0.01%
1,666
753
$95.2K ﹤0.01%
2,995
754
$94.9K ﹤0.01%
1,290
+85
755
$94.7K ﹤0.01%
253
756
$94K ﹤0.01%
2,498
757
$93.8K ﹤0.01%
199
758
$91.6K ﹤0.01%
906
759
$90.5K ﹤0.01%
3,930
-1,758
760
$89.3K ﹤0.01%
1,385
-8
761
$88.6K ﹤0.01%
7,118
-491
762
$88.6K ﹤0.01%
1,036
-919
763
$87.8K ﹤0.01%
1,355
-2,943
764
$87.5K ﹤0.01%
1,085
765
$85.9K ﹤0.01%
2,117
+1,289
766
$85K ﹤0.01%
6,500
767
$84.7K ﹤0.01%
7,396
768
$84.7K ﹤0.01%
700
769
$84.6K ﹤0.01%
3,366
770
$84.5K ﹤0.01%
4,600
771
$84.5K ﹤0.01%
859
772
$84.4K ﹤0.01%
147
+35
773
$84.1K ﹤0.01%
1,167
774
$83.6K ﹤0.01%
1,550
+25
775
$83.5K ﹤0.01%
+50,000
29 30
31
32 33