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
1251
$6.56K ﹤0.01%
+142
1252
$6.55K ﹤0.01%
710
1253
$6.51K ﹤0.01%
330
1254
$6.42K ﹤0.01%
70
1255
$6.39K ﹤0.01%
1,050
+876
1256
$6.35K ﹤0.01%
+129
1257
$6.32K ﹤0.01%
333
1258
$6.29K ﹤0.01%
23
1259
$6.28K ﹤0.01%
58
1260
$6.25K ﹤0.01%
689
-1
1261
$6.19K ﹤0.01%
312
-563
1262
$6.17K ﹤0.01%
28
1263
$6.12K ﹤0.01%
500
1264
$5.93K ﹤0.01%
648
-15,341
1265
$5.91K ﹤0.01%
1,522
1266
$5.88K ﹤0.01%
319
1267
$5.77K ﹤0.01%
1,200
1268
$5.74K ﹤0.01%
73
-2
1269
$5.66K ﹤0.01%
20
1270
$5.65K ﹤0.01%
10,000
1271
$5.64K ﹤0.01%
57
-17
1272
$5.53K ﹤0.01%
+124
1273
$5.45K ﹤0.01%
+100
1274
$5.43K ﹤0.01%
100
1275
$5.42K ﹤0.01%
70
+45
49 50
51
52 53