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
1176
$11K ﹤0.01%
293
1177
$11K ﹤0.01%
54
1178
$10.9K ﹤0.01%
750
1179
$10.9K ﹤0.01%
152
1180
$10.8K ﹤0.01%
125
-905
1181
$10.8K ﹤0.01%
120
+20
1182
$10.8K ﹤0.01%
176
1183
$10.7K ﹤0.01%
770
-1,242
1184
$10.7K ﹤0.01%
318
-847
1185
$10.7K ﹤0.01%
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1186
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120
+73
1187
$10.5K ﹤0.01%
101
-3,399
1188
$10.4K ﹤0.01%
239
1189
$10.4K ﹤0.01%
101
1190
$10.4K ﹤0.01%
420
1191
$10.3K ﹤0.01%
3,015
-321
1192
$10.3K ﹤0.01%
+322
1193
$10.2K ﹤0.01%
112
1194
$10.2K ﹤0.01%
346
1195
$10.1K ﹤0.01%
121
1196
$9.85K ﹤0.01%
270
1197
$9.78K ﹤0.01%
1,320
1198
$9.74K ﹤0.01%
950
1199
$9.73K ﹤0.01%
+59
1200
$9.64K ﹤0.01%
1,000
-300
46 47
48
49 50