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
776
$83.4K ﹤0.01%
3,446
777
$82.9K ﹤0.01%
2,811
778
$82.1K ﹤0.01%
600
779
$82.1K ﹤0.01%
1,261
-117
780
$80.8K ﹤0.01%
6,100
781
$80.3K ﹤0.01%
500
782
$79.8K ﹤0.01%
3,299
783
$79.6K ﹤0.01%
2,100
784
$79.4K ﹤0.01%
1,093
+297
785
$79K ﹤0.01%
442
+178
786
$78.5K ﹤0.01%
1,091
+10
787
$78.4K ﹤0.01%
11,800
788
$78.1K ﹤0.01%
1,600
789
$78K ﹤0.01%
970
790
$77.7K ﹤0.01%
1,618
+976
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$77.3K ﹤0.01%
362
792
$76.1K ﹤0.01%
4,451
-160
793
$75.7K ﹤0.01%
406
794
$75.7K ﹤0.01%
347
795
$75.6K ﹤0.01%
3,400
796
$75.5K ﹤0.01%
1,450
797
$75.1K ﹤0.01%
700
798
$74.8K ﹤0.01%
12,849
+10,550
799
$74.8K ﹤0.01%
395
800
$74.7K ﹤0.01%
+8,000
30 31
32
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