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
76
$10.8M 0.25%
37,519
-607
77
$10.8M 0.25%
128,413
+19,697
78
$10.4M 0.24%
21,937
+1,581
79
$10.3M 0.24%
126,052
-754
80
$10.3M 0.24%
266,621
-22,468
81
$10.1M 0.24%
52,942
-445
82
$10.1M 0.24%
128,885
-9,888
83
$10M 0.24%
290,075
+3,205
84
$9.99M 0.23%
463,954
-40,653
85
$9.87M 0.23%
75,367
-667
86
$9.83M 0.23%
67,981
-6,789
87
$9.67M 0.23%
57,547
-105,490
88
$9.64M 0.23%
570,026
-89,596
89
$9.3M 0.22%
134,309
+36,260
90
$9.28M 0.22%
547,270
+279,886
91
$9.23M 0.22%
443,980
-39
92
$9.08M 0.21%
315,538
+27,267
93
$9.08M 0.21%
39,027
-4,952
94
$8.95M 0.21%
42,509
-5,084
95
$8.88M 0.21%
383,500
+39,907
96
$8.87M 0.21%
81,949
-1,790
97
$8.85M 0.21%
34,008
-43
98
$8.81M 0.21%
585,295
-26,410
99
$8.74M 0.21%
58,467
+11,129
100
$8.66M 0.2%
86,577
+11,137
2 3
4
5 6