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
951
$36.8K ﹤0.01%
900
952
$36.7K ﹤0.01%
510
+25
953
$36.7K ﹤0.01%
435
954
$36.7K ﹤0.01%
1,270
955
$36.5K ﹤0.01%
300
-130
956
$36.5K ﹤0.01%
538
957
$36.4K ﹤0.01%
1,078
+2
958
$36K ﹤0.01%
+1,280
959
$35.8K ﹤0.01%
4,000
-2,000
960
$35.7K ﹤0.01%
480
961
$35.7K ﹤0.01%
1,490
962
$35.5K ﹤0.01%
720
963
$35.3K ﹤0.01%
348
964
$35.3K ﹤0.01%
220
965
$35.2K ﹤0.01%
214
-66
966
$35.2K ﹤0.01%
+47
967
$35.1K ﹤0.01%
330
968
$35K ﹤0.01%
400
-200
969
$34.9K ﹤0.01%
475
+75
970
$34.6K ﹤0.01%
411
971
$34.2K ﹤0.01%
409
972
$34.1K ﹤0.01%
358
973
$33.8K ﹤0.01%
335
974
$33.7K ﹤0.01%
160
975
$33.3K ﹤0.01%
708
37 38
39
40 41