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
926
$39.9K ﹤0.01%
782
927
$39.9K ﹤0.01%
300
928
$39.5K ﹤0.01%
800
929
$39.5K ﹤0.01%
500
930
$39.3K ﹤0.01%
4,490
-32,260
931
$39.3K ﹤0.01%
806
+550
932
$39.1K ﹤0.01%
573
+25
933
$39K ﹤0.01%
980
-1,774
934
$38.4K ﹤0.01%
455
+416
935
$38.2K ﹤0.01%
1,846
+15
936
$38.2K ﹤0.01%
2,694
937
$38.2K ﹤0.01%
218
938
$38K ﹤0.01%
744
-1,561
939
$37.8K ﹤0.01%
350
940
$37.8K ﹤0.01%
3,199
941
$37.8K ﹤0.01%
977
942
$37.5K ﹤0.01%
1,170
+80
943
$37.5K ﹤0.01%
888
944
$37.4K ﹤0.01%
1,924
945
$37.4K ﹤0.01%
1,019
946
$37.3K ﹤0.01%
1,865
947
$37.1K ﹤0.01%
634
948
$37K ﹤0.01%
1,600
949
$37K ﹤0.01%
150
-1,827
950
$36.9K ﹤0.01%
3,000
36 37
38
39 40