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
876
$50.7K ﹤0.01%
2,500
877
$50.4K ﹤0.01%
+2,415
878
$50K ﹤0.01%
1,850
879
$49.7K ﹤0.01%
367
-375
880
$49.7K ﹤0.01%
380
881
$49.5K ﹤0.01%
1,887
+4
882
$49.1K ﹤0.01%
937
+187
883
$49.1K ﹤0.01%
759
+2
884
$49K ﹤0.01%
1,200
885
$48.1K ﹤0.01%
6,100
+5,000
886
$47.8K ﹤0.01%
1,100
887
$47.6K ﹤0.01%
5,712
888
$47.6K ﹤0.01%
195
889
$46.7K ﹤0.01%
2,076
890
$46.7K ﹤0.01%
167
891
$46.6K ﹤0.01%
5,500
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892
$46.2K ﹤0.01%
254
893
$46K ﹤0.01%
707
894
$45.6K ﹤0.01%
711
895
$45.5K ﹤0.01%
600
896
$45.5K ﹤0.01%
190
897
$45.1K ﹤0.01%
600
898
$44.8K ﹤0.01%
646
+295
899
$44.5K ﹤0.01%
198
900
$44.4K ﹤0.01%
2,280
+190
34 35
36
37 38