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
876
$51.8K ﹤0.01%
1,091
877
$51.1K ﹤0.01%
530
-78,550
878
$50.9K ﹤0.01%
452
879
$50.7K ﹤0.01%
2,500
880
$50.4K ﹤0.01%
+2,415
881
$50K ﹤0.01%
1,850
882
$49.7K ﹤0.01%
367
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883
$49.7K ﹤0.01%
380
884
$49.5K ﹤0.01%
1,887
+4
885
$49.1K ﹤0.01%
937
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886
$49.1K ﹤0.01%
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$49K ﹤0.01%
1,200
888
$48.1K ﹤0.01%
6,100
+5,000
889
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890
$47.6K ﹤0.01%
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891
$47.6K ﹤0.01%
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894
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895
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254
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$46K ﹤0.01%
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$45.6K ﹤0.01%
711
898
$45.5K ﹤0.01%
600
899
$45.5K ﹤0.01%
190
900
$45.1K ﹤0.01%
600
34 35
36
37 38