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
901
$44.8K ﹤0.01%
646
+295
902
$44.5K ﹤0.01%
198
903
$44.4K ﹤0.01%
2,280
+190
904
$44.3K ﹤0.01%
+1,000
905
$43.8K ﹤0.01%
8,400
906
$43.8K ﹤0.01%
844
-375
907
$43.6K ﹤0.01%
881
-91
908
$43.4K ﹤0.01%
2,750
-1,000
909
$43K ﹤0.01%
+4,000
910
$43K ﹤0.01%
4,000
911
$42.8K ﹤0.01%
554
-58
912
$42.6K ﹤0.01%
1,455
913
$42.6K ﹤0.01%
2,000
914
$41.9K ﹤0.01%
991
915
$41.9K ﹤0.01%
2,058
+6
916
$41.7K ﹤0.01%
206
917
$41.4K ﹤0.01%
500
918
$41.3K ﹤0.01%
4,298
919
$41.3K ﹤0.01%
400
920
$41.2K ﹤0.01%
4,338
921
$40.8K ﹤0.01%
1,300
-2,900
922
$40.7K ﹤0.01%
692
923
$40.5K ﹤0.01%
600
924
$40.5K ﹤0.01%
400
925
$40.3K ﹤0.01%
1,450
35 36
37
38 39