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
1076
$21.1K ﹤0.01%
430
-1,320
1077
$20.8K ﹤0.01%
943
1078
$20.8K ﹤0.01%
1,250
1079
$20.7K ﹤0.01%
1,250
1080
$20.7K ﹤0.01%
352
1081
$20.5K ﹤0.01%
2,500
1082
$20.2K ﹤0.01%
2,000
-6,500
1083
$20.1K ﹤0.01%
1,100
-300
1084
$20.1K ﹤0.01%
801
-188
1085
$20K ﹤0.01%
1,400
1086
$20K ﹤0.01%
+400
1087
$20K ﹤0.01%
1,350
-2,172
1088
$19.6K ﹤0.01%
800
1089
$19.6K ﹤0.01%
500
1090
$19.6K ﹤0.01%
310
1091
$19.5K ﹤0.01%
+2,207
1092
$19.5K ﹤0.01%
441
+56
1093
$19.4K ﹤0.01%
324
1094
$19.4K ﹤0.01%
177
1095
$19.2K ﹤0.01%
1,000
1096
$18.8K ﹤0.01%
478
1097
$18.7K ﹤0.01%
200
1098
$18.5K ﹤0.01%
1,000
1099
$18.4K ﹤0.01%
400
-500
1100
$18.4K ﹤0.01%
544
+1
42 43
44
45 46