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
926
$40.1K ﹤0.01%
298
927
$40K ﹤0.01%
102
928
$39.9K ﹤0.01%
1,576
929
$39.9K ﹤0.01%
782
930
$39.9K ﹤0.01%
300
931
$39.5K ﹤0.01%
800
932
$39.5K ﹤0.01%
500
933
$39.3K ﹤0.01%
4,490
-32,260
934
$39.3K ﹤0.01%
806
+550
935
$39.1K ﹤0.01%
573
+25
936
$39K ﹤0.01%
980
-1,774
937
$38.4K ﹤0.01%
455
+416
938
$38.2K ﹤0.01%
1,846
+15
939
$38.2K ﹤0.01%
2,694
940
$38.2K ﹤0.01%
218
941
$38K ﹤0.01%
744
-1,561
942
$37.8K ﹤0.01%
350
943
$37.8K ﹤0.01%
3,199
944
$37.8K ﹤0.01%
977
945
$37.5K ﹤0.01%
1,170
+80
946
$37.5K ﹤0.01%
888
947
$37.4K ﹤0.01%
1,924
948
$37.4K ﹤0.01%
1,019
949
$37.3K ﹤0.01%
1,865
950
$37.1K ﹤0.01%
634
36 37
38
39 40