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
976
$33.8K ﹤0.01%
335
977
$33.7K ﹤0.01%
160
978
$33.3K ﹤0.01%
708
979
$33.3K ﹤0.01%
3,050
980
$33.1K ﹤0.01%
660
981
$33K ﹤0.01%
902
982
$32.9K ﹤0.01%
3,000
983
$32.7K ﹤0.01%
1,764
984
$32.6K ﹤0.01%
2,000
985
$32.5K ﹤0.01%
163
986
$32.4K ﹤0.01%
100
987
$32.2K ﹤0.01%
1,080
988
$32.1K ﹤0.01%
2,125
989
$31.8K ﹤0.01%
881
990
$31.6K ﹤0.01%
+10,000
991
$31.5K ﹤0.01%
222
992
$31.4K ﹤0.01%
+4,898
993
$31.4K ﹤0.01%
1,849
-1,500
994
$31.3K ﹤0.01%
1,325
995
$31.3K ﹤0.01%
500
996
$30.9K ﹤0.01%
200
997
$30.7K ﹤0.01%
530
998
$30.7K ﹤0.01%
1,000
999
$30.6K ﹤0.01%
1,000
1000
$30.6K ﹤0.01%
800
38 39
40
41 42