AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 13.01%
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
1051
$24.3K ﹤0.01%
434
-6,521
1052
$24.3K ﹤0.01%
20
1053
$23.9K ﹤0.01%
220
1054
$23.8K ﹤0.01%
+460
1055
$23.8K ﹤0.01%
830
+330
1056
$23.7K ﹤0.01%
174
1057
$23.6K ﹤0.01%
500
1058
$23.5K ﹤0.01%
236
-70
1059
$23.4K ﹤0.01%
232
+15
1060
$23.3K ﹤0.01%
140
1061
$23.2K ﹤0.01%
1,636
1062
$22.9K ﹤0.01%
385
-46
1063
$22.8K ﹤0.01%
1,553
+500
1064
$22.8K ﹤0.01%
624
1065
$22.7K ﹤0.01%
+236
1066
$22.5K ﹤0.01%
400
1067
$22K ﹤0.01%
600
1068
$21.9K ﹤0.01%
394
1069
$21.7K ﹤0.01%
400
-54
1070
$21.7K ﹤0.01%
2,534
+45
1071
$21.7K ﹤0.01%
471
1072
$21.5K ﹤0.01%
350
1073
$21.3K ﹤0.01%
279
-1
1074
$21.3K ﹤0.01%
77
1075
$21.1K ﹤0.01%
500
41 42
43
44 45