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
101
$8.57M 0.2%
439,255
+99,590
102
$8.55M 0.2%
185,495
+3,682
103
$8.52M 0.2%
835,940
+23,490
104
$8.49M 0.2%
35,779
+2,837
105
$8.44M 0.2%
170,460
-6,540
106
$8.41M 0.2%
195,799
-56,223
107
$8.35M 0.2%
163,137
+1,400
108
$8.25M 0.19%
101,171
+16,249
109
$8.09M 0.19%
280,651
-18,941
110
$7.97M 0.19%
157,740
-9,224
111
$7.96M 0.19%
126,553
-619,032
112
$7.9M 0.19%
192,321
-911
113
$7.82M 0.18%
159,330
+750
114
$7.79M 0.18%
+368,445
115
$7.74M 0.18%
161,651
-1,363
116
$7.37M 0.17%
17,993
-421
117
$7.17M 0.17%
29,175
+461
118
$7.15M 0.17%
248,520
+68,102
119
$7.12M 0.17%
92,038
+845
120
$7.01M 0.16%
1,976
-21
121
$6.94M 0.16%
132,042
+5,739
122
$6.93M 0.16%
22,874
+6,511
123
$6.92M 0.16%
173,196
+7,463
124
$6.84M 0.16%
88,850
125
$6.83M 0.16%
62,046
-822
3 4
5
6 7