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
826
$63.2K ﹤0.01%
2,304
827
$63.1K ﹤0.01%
+3,000
828
$62.8K ﹤0.01%
869
+450
829
$62.6K ﹤0.01%
797
-4
830
$62.4K ﹤0.01%
241
831
$61.9K ﹤0.01%
1,200
832
$61.5K ﹤0.01%
525
+150
833
$60.7K ﹤0.01%
1,472
834
$60.7K ﹤0.01%
747
+138
835
$60.6K ﹤0.01%
957
+363
836
$60.4K ﹤0.01%
548
837
$59.8K ﹤0.01%
1,272
838
$59.4K ﹤0.01%
960
839
$59.3K ﹤0.01%
5,000
840
$59.2K ﹤0.01%
258
-15
841
$58.6K ﹤0.01%
5,000
842
$58.6K ﹤0.01%
1,121
843
$58.3K ﹤0.01%
850
844
$58.1K ﹤0.01%
528
-388
845
$57.7K ﹤0.01%
1,274
-3,000
846
$57.6K ﹤0.01%
175
847
$57.5K ﹤0.01%
624
-250
848
$57.4K ﹤0.01%
280
849
$57.3K ﹤0.01%
1,108
+1,063
850
$56.6K ﹤0.01%
900
32 33
34
35 36