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
1176
$10.9K ﹤0.01%
152
1177
$10.8K ﹤0.01%
125
-905
1178
$10.8K ﹤0.01%
120
+20
1179
$10.8K ﹤0.01%
176
1180
$10.7K ﹤0.01%
770
-1,242
1181
$10.7K ﹤0.01%
318
-847
1182
$10.7K ﹤0.01%
89
1183
$10.6K ﹤0.01%
120
+73
1184
$10.5K ﹤0.01%
101
-3,399
1185
$10.4K ﹤0.01%
239
1186
$10.4K ﹤0.01%
101
1187
$10.4K ﹤0.01%
420
1188
$10.3K ﹤0.01%
3,015
-321
1189
$10.3K ﹤0.01%
+322
1190
$10.2K ﹤0.01%
112
1191
$10.2K ﹤0.01%
346
1192
$10.1K ﹤0.01%
121
1193
$9.85K ﹤0.01%
270
1194
$9.78K ﹤0.01%
1,320
1195
$9.74K ﹤0.01%
950
1196
$9.73K ﹤0.01%
+59
1197
$9.64K ﹤0.01%
200
-60
1198
$9.63K ﹤0.01%
27
1199
$9.55K ﹤0.01%
29
1200
$9.5K ﹤0.01%
+300