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
1026
$27K ﹤0.01%
1,000
1027
$26.8K ﹤0.01%
420
1028
$26.6K ﹤0.01%
3,400
1029
$26.4K ﹤0.01%
1,245
1030
$26.4K ﹤0.01%
446
+1
1031
$26.1K ﹤0.01%
666
+7
1032
$26.1K ﹤0.01%
700
1033
$25.7K ﹤0.01%
1,046
-2,750
1034
$25.7K ﹤0.01%
2,613
1035
$25.6K ﹤0.01%
1,368
1036
$25.4K ﹤0.01%
203
1037
$25.4K ﹤0.01%
70
1038
$25.4K ﹤0.01%
1,495
1039
$25.3K ﹤0.01%
10,000
1040
$25.3K ﹤0.01%
+550
1041
$25.1K ﹤0.01%
+1,051
1042
$25.1K ﹤0.01%
+1,050
1043
$24.8K ﹤0.01%
2,000
1044
$24.7K ﹤0.01%
62
1045
$24.5K ﹤0.01%
864
1046
$24.5K ﹤0.01%
400
1047
$24.4K ﹤0.01%
1,102
-236
1048
$24.3K ﹤0.01%
434
-6,521
1049
$24.3K ﹤0.01%
20
1050
$23.9K ﹤0.01%
220
40 41
42
43 44