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
1051
$23.8K ﹤0.01%
+460
1052
$23.8K ﹤0.01%
830
+330
1053
$23.7K ﹤0.01%
174
1054
$23.6K ﹤0.01%
500
1055
$23.5K ﹤0.01%
236
-70
1056
$23.4K ﹤0.01%
232
+15
1057
$23.3K ﹤0.01%
140
1058
$23.2K ﹤0.01%
1,636
1059
$22.9K ﹤0.01%
385
-46
1060
$22.8K ﹤0.01%
1,553
+500
1061
$22.8K ﹤0.01%
624
1062
$22.7K ﹤0.01%
+236
1063
$22.5K ﹤0.01%
400
1064
$22K ﹤0.01%
600
1065
$21.9K ﹤0.01%
394
1066
$21.7K ﹤0.01%
400
-54
1067
$21.7K ﹤0.01%
2,534
+45
1068
$21.7K ﹤0.01%
471
1069
$21.5K ﹤0.01%
350
1070
$21.3K ﹤0.01%
279
-1
1071
$21.3K ﹤0.01%
77
1072
$21.1K ﹤0.01%
500
1073
$21.1K ﹤0.01%
430
-1,320
1074
$20.8K ﹤0.01%
943
1075
$20.8K ﹤0.01%
1,250
41 42
43
44 45