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
901
$44.3K ﹤0.01%
+1,000
902
$43.8K ﹤0.01%
8,400
903
$43.8K ﹤0.01%
844
-375
904
$43.6K ﹤0.01%
881
-91
905
$43.4K ﹤0.01%
2,750
-1,000
906
$43K ﹤0.01%
+4,000
907
$43K ﹤0.01%
4,000
908
$42.8K ﹤0.01%
554
-58
909
$42.6K ﹤0.01%
1,455
910
$42.6K ﹤0.01%
2,000
911
$41.9K ﹤0.01%
991
912
$41.9K ﹤0.01%
2,058
+6
913
$41.7K ﹤0.01%
206
914
$41.4K ﹤0.01%
500
915
$41.3K ﹤0.01%
4,298
916
$41.3K ﹤0.01%
400
917
$41.2K ﹤0.01%
4,338
918
$40.8K ﹤0.01%
1,300
-2,900
919
$40.7K ﹤0.01%
692
920
$40.5K ﹤0.01%
600
921
$40.5K ﹤0.01%
400
922
$40.3K ﹤0.01%
1,450
923
$40.1K ﹤0.01%
298
924
$40K ﹤0.01%
102
925
$39.9K ﹤0.01%
1,576
35 36
37
38 39