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
801
$74.6K ﹤0.01%
328
-233
802
$74.5K ﹤0.01%
840
803
$74.3K ﹤0.01%
1,340
-31,370
804
$74K ﹤0.01%
2,082
+1,682
805
$73.7K ﹤0.01%
1,969
806
$73.7K ﹤0.01%
+1,280
807
$73.3K ﹤0.01%
904
+6
808
$72K ﹤0.01%
1,239
+600
809
$70.2K ﹤0.01%
2,696
-105
810
$70.1K ﹤0.01%
760
+594
811
$69.2K ﹤0.01%
1,203
+150
812
$69K ﹤0.01%
288
813
$68.2K ﹤0.01%
3,550
-1,000
814
$67.4K ﹤0.01%
300
815
$67.4K ﹤0.01%
741
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816
$67.4K ﹤0.01%
820
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$66.8K ﹤0.01%
6,400
-3,300
818
$65.6K ﹤0.01%
1,750
819
$65.2K ﹤0.01%
135
820
$64.8K ﹤0.01%
500
821
$64.7K ﹤0.01%
2,769
822
$64.4K ﹤0.01%
1,077
-86
823
$64.4K ﹤0.01%
1,515
+20
824
$64.3K ﹤0.01%
18
825
$63.8K ﹤0.01%
1,164
31 32
33
34 35