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
801
$74K ﹤0.01%
2,082
+1,682
802
$73.7K ﹤0.01%
1,969
803
$73.7K ﹤0.01%
+1,280
804
$73.3K ﹤0.01%
904
+6
805
$72K ﹤0.01%
1,239
+600
806
$70.2K ﹤0.01%
2,696
-105
807
$70.1K ﹤0.01%
760
+594
808
$69.2K ﹤0.01%
1,203
+150
809
$69K ﹤0.01%
288
810
$68.2K ﹤0.01%
3,550
-1,000
811
$67.4K ﹤0.01%
300
812
$67.4K ﹤0.01%
741
+2
813
$67.4K ﹤0.01%
820
+3
814
$66.8K ﹤0.01%
6,400
-3,300
815
$65.6K ﹤0.01%
1,750
816
$65.2K ﹤0.01%
135
817
$64.8K ﹤0.01%
500
818
$64.7K ﹤0.01%
2,769
819
$64.4K ﹤0.01%
1,077
-86
820
$64.4K ﹤0.01%
1,515
+20
821
$64.3K ﹤0.01%
18
822
$63.8K ﹤0.01%
1,164
823
$63.2K ﹤0.01%
2,304
824
$63.1K ﹤0.01%
+3,000
825
$62.8K ﹤0.01%
869
+450
31 32
33
34 35