AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
1126
$15.1K ﹤0.01%
174
1127
$14.8K ﹤0.01%
360
1128
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1129
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1134
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1135
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450
1139
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1140
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$14K ﹤0.01%
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2
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1144
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1145
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1146
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398
-45
1147
$13.4K ﹤0.01%
375
1148
$13.4K ﹤0.01%
108
1149
$13.3K ﹤0.01%
300
1150
$13.1K ﹤0.01%
609