AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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%
3 Healthcare 11.07%
4 Consumer Discretionary 7.94%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$6.39K ﹤0.01%
1,050
+876
1252
$6.35K ﹤0.01%
+129
1253
$6.32K ﹤0.01%
333
1254
$6.29K ﹤0.01%
23
1255
$6.28K ﹤0.01%
58
1256
$6.25K ﹤0.01%
689
-1
1257
$6.19K ﹤0.01%
312
-563
1258
$6.17K ﹤0.01%
28
1259
$6.12K ﹤0.01%
500
1260
$5.93K ﹤0.01%
648
-15,341
1261
$5.91K ﹤0.01%
1,522
1262
$5.88K ﹤0.01%
319
1263
$5.77K ﹤0.01%
1,200
1264
$5.74K ﹤0.01%
73
-2
1265
$5.66K ﹤0.01%
20
1266
$5.65K ﹤0.01%
10,000
1267
$5.64K ﹤0.01%
57
-17
1268
$5.53K ﹤0.01%
+124
1269
$5.45K ﹤0.01%
+100
1270
$5.43K ﹤0.01%
100
1271
$5.42K ﹤0.01%
70
+45
1272
$5.39K ﹤0.01%
200
1273
$5.26K ﹤0.01%
28
1274
$5.19K ﹤0.01%
+281
1275
$5.17K ﹤0.01%
+100