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
776
$82.1K ﹤0.01%
1,261
-117
777
$80.8K ﹤0.01%
6,100
778
$80.3K ﹤0.01%
500
779
$79.8K ﹤0.01%
3,299
780
$79.6K ﹤0.01%
2,100
781
$79.4K ﹤0.01%
1,093
+297
782
$79K ﹤0.01%
884
+356
783
$78.5K ﹤0.01%
1,091
+10
784
$78.4K ﹤0.01%
11,800
785
$78.1K ﹤0.01%
1,600
786
$78K ﹤0.01%
970
787
$77.7K ﹤0.01%
1,618
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788
$77.3K ﹤0.01%
362
789
$76.1K ﹤0.01%
4,451
-160
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$75.7K ﹤0.01%
406
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$75.7K ﹤0.01%
347
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$75.6K ﹤0.01%
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$75.1K ﹤0.01%
700
795
$74.8K ﹤0.01%
12,849
+10,550
796
$74.8K ﹤0.01%
395
797
$74.7K ﹤0.01%
+8,000
798
$74.6K ﹤0.01%
328
-233
799
$74.5K ﹤0.01%
840
800
$74.3K ﹤0.01%
1,340
-31,370