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
826
$62.6K ﹤0.01%
797
-4
827
$62.4K ﹤0.01%
241
828
$61.9K ﹤0.01%
1,200
829
$61.5K ﹤0.01%
525
+150
830
$60.7K ﹤0.01%
1,472
831
$60.7K ﹤0.01%
747
+138
832
$60.6K ﹤0.01%
1,914
+726
833
$60.4K ﹤0.01%
548
834
$59.8K ﹤0.01%
1,272
835
$59.4K ﹤0.01%
960
836
$59.3K ﹤0.01%
5,000
837
$59.2K ﹤0.01%
258
-15
838
$58.6K ﹤0.01%
5,000
839
$58.6K ﹤0.01%
1,121
840
$58.3K ﹤0.01%
850
841
$58.1K ﹤0.01%
528
-388
842
$57.7K ﹤0.01%
1,274
-3,000
843
$57.6K ﹤0.01%
175
844
$57.5K ﹤0.01%
624
-250
845
$57.4K ﹤0.01%
280
846
$57.3K ﹤0.01%
1,108
+1,063
847
$56.6K ﹤0.01%
900
848
$56.6K ﹤0.01%
719
+629
849
$56.5K ﹤0.01%
864
850
$56.4K ﹤0.01%
5,667
32 33
34
35 36