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
1001
$30.5K ﹤0.01%
100
+50
1002
$30.5K ﹤0.01%
200
1003
$30.2K ﹤0.01%
+1,200
1004
$29.9K ﹤0.01%
+500
1005
$29.8K ﹤0.01%
353
+1
1006
$29.5K ﹤0.01%
2,135
1007
$29.4K ﹤0.01%
448
1008
$29.2K ﹤0.01%
+750
1009
$29.1K ﹤0.01%
100
1010
$29K ﹤0.01%
667
1011
$29K ﹤0.01%
+280
1012
$28.9K ﹤0.01%
4,000
1013
$28.9K ﹤0.01%
310
1014
$28.9K ﹤0.01%
251
-4
1015
$28.8K ﹤0.01%
2,179
+22
1016
$28.7K ﹤0.01%
500
1017
$28.7K ﹤0.01%
398
1018
$28.7K ﹤0.01%
1,539
1019
$28.6K ﹤0.01%
283
+250
1020
$28.4K ﹤0.01%
568,552
1021
$28.4K ﹤0.01%
73
1022
$28K ﹤0.01%
1,035
1023
$27.9K ﹤0.01%
409
1024
$27.6K ﹤0.01%
+318
1025
$27.5K ﹤0.01%
+142
39 40
41
42 43