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
1151
$12.9K ﹤0.01%
7,060
-5,000
1152
$12.9K ﹤0.01%
630
1153
$12.9K ﹤0.01%
300
1154
$12.8K ﹤0.01%
127
1155
$12.8K ﹤0.01%
457
1156
$12.7K ﹤0.01%
232
1157
$12.6K ﹤0.01%
223
1158
$12.2K ﹤0.01%
200
1159
$12.2K ﹤0.01%
156
-280
1160
$12K ﹤0.01%
215
1161
$11.9K ﹤0.01%
173
+33
1162
$11.7K ﹤0.01%
176
1163
$11.7K ﹤0.01%
77
1164
$11.6K ﹤0.01%
220
1165
$11.6K ﹤0.01%
1,330
-3,670
1166
$11.4K ﹤0.01%
328
-233
1167
$11.4K ﹤0.01%
77
1168
$11.4K ﹤0.01%
+268
1169
$11.3K ﹤0.01%
250
1170
$11.3K ﹤0.01%
500
1171
$11.2K ﹤0.01%
1,000
1172
$11.2K ﹤0.01%
43
1173
$11K ﹤0.01%
293
1174
$11K ﹤0.01%
54
1175
$10.9K ﹤0.01%
750
45 46
47
48 49