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
1201
$9.63K ﹤0.01%
27
1202
$9.55K ﹤0.01%
29
1203
$9.5K ﹤0.01%
+300
1204
$9.39K ﹤0.01%
514
1205
$9.29K ﹤0.01%
1,786
1206
$9.28K ﹤0.01%
102
-195
1207
$9.27K ﹤0.01%
200
1208
$9.27K ﹤0.01%
1,500
+600
1209
$9.13K ﹤0.01%
157
1210
$9.1K ﹤0.01%
+331
1211
$9.09K ﹤0.01%
200
1212
$9K ﹤0.01%
21
1213
$8.98K ﹤0.01%
400
1214
$8.96K ﹤0.01%
+250
1215
$8.95K ﹤0.01%
342
1216
$8.95K ﹤0.01%
150
-5,784
1217
$8.94K ﹤0.01%
136
1218
$8.91K ﹤0.01%
300
1219
$8.81K ﹤0.01%
74
-64
1220
$8.77K ﹤0.01%
206
1221
$8.76K ﹤0.01%
1,068
1222
$8.72K ﹤0.01%
361
1223
$8.58K ﹤0.01%
1,565
1224
$8.39K ﹤0.01%
100
1225
$8.31K ﹤0.01%
+77
47 48
49
50 51