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
951
$37K ﹤0.01%
1,600
952
$37K ﹤0.01%
150
-1,827
953
$36.9K ﹤0.01%
3,000
954
$36.8K ﹤0.01%
900
955
$36.7K ﹤0.01%
510
+25
956
$36.7K ﹤0.01%
435
957
$36.7K ﹤0.01%
1,270
958
$36.5K ﹤0.01%
300
-130
959
$36.5K ﹤0.01%
538
960
$36.4K ﹤0.01%
1,078
+2
961
$36K ﹤0.01%
+1,280
962
$35.8K ﹤0.01%
4,000
-2,000
963
$35.7K ﹤0.01%
480
964
$35.7K ﹤0.01%
1,490
965
$35.5K ﹤0.01%
720
966
$35.3K ﹤0.01%
348
967
$35.3K ﹤0.01%
220
968
$35.2K ﹤0.01%
214
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969
$35.2K ﹤0.01%
+47
970
$35.1K ﹤0.01%
330
971
$35K ﹤0.01%
400
-200
972
$34.9K ﹤0.01%
475
+75
973
$34.6K ﹤0.01%
411
974
$34.2K ﹤0.01%
409
975
$34.1K ﹤0.01%
358
37 38
39
40 41