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
1226
$8.3K ﹤0.01%
150
1227
$8.11K ﹤0.01%
550
1228
$8.02K ﹤0.01%
86
1229
$7.92K ﹤0.01%
250
1230
$7.91K ﹤0.01%
251
1231
$7.86K ﹤0.01%
1,386
1232
$7.84K ﹤0.01%
202
-3,251
1233
$7.78K ﹤0.01%
50
1234
$7.71K ﹤0.01%
183
1235
$7.68K ﹤0.01%
214
1236
$7.67K ﹤0.01%
148
1237
$7.57K ﹤0.01%
96
+1
1238
$7.4K ﹤0.01%
642
1239
$7.38K ﹤0.01%
148
-453
1240
$7.3K ﹤0.01%
200
1241
$7.23K ﹤0.01%
+177
1242
$7.14K ﹤0.01%
143
1243
$7.02K ﹤0.01%
150
-38
1244
$6.92K ﹤0.01%
84
1245
$6.92K ﹤0.01%
200
1246
$6.82K ﹤0.01%
175
1247
$6.78K ﹤0.01%
2,000
1248
$6.76K ﹤0.01%
85
1249
$6.68K ﹤0.01%
30
1250
$6.63K ﹤0.01%
108
48 49
50
51 52