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
1126
$14.7K ﹤0.01%
185
1127
$14.7K ﹤0.01%
+300
1128
$14.7K ﹤0.01%
200
-100
1129
$14.6K ﹤0.01%
1,000
1130
$14.4K ﹤0.01%
389
1131
$14.3K ﹤0.01%
410
1132
$14.3K ﹤0.01%
+959
1133
$14.2K ﹤0.01%
800
1134
$14.2K ﹤0.01%
34
1135
$14.2K ﹤0.01%
450
1136
$14.2K ﹤0.01%
366
1137
$14.1K ﹤0.01%
600
1138
$14K ﹤0.01%
1,419
1139
$14K ﹤0.01%
2
1140
$13.8K ﹤0.01%
+97
1141
$13.6K ﹤0.01%
212
1142
$13.6K ﹤0.01%
71
1143
$13.5K ﹤0.01%
398
-45
1144
$13.4K ﹤0.01%
375
1145
$13.4K ﹤0.01%
108
1146
$13.3K ﹤0.01%
300
1147
$13.1K ﹤0.01%
609
1148
$13.1K ﹤0.01%
320
1149
$13.1K ﹤0.01%
750
1150
$12.9K ﹤0.01%
200
+100
44 45
46
47 48