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
1276
$5.39K ﹤0.01%
200
1277
$5.26K ﹤0.01%
28
1278
$5.19K ﹤0.01%
+281
1279
$5.17K ﹤0.01%
+100
1280
$5.15K ﹤0.01%
1,579
1281
$5.14K ﹤0.01%
1,332
1282
$5.13K ﹤0.01%
85
1283
$5.05K ﹤0.01%
49
1284
$5.04K ﹤0.01%
43
1285
$4.98K ﹤0.01%
486
1286
$4.76K ﹤0.01%
62
-290
1287
$4.76K ﹤0.01%
20
1288
$4.73K ﹤0.01%
95
1289
$4.64K ﹤0.01%
131
-61
1290
$4.63K ﹤0.01%
250
1291
$4.61K ﹤0.01%
108
1292
$4.55K ﹤0.01%
600
1293
$4.53K ﹤0.01%
107
1294
$4.5K ﹤0.01%
54
1295
$4.49K ﹤0.01%
310
1296
$4.47K ﹤0.01%
66
1297
$4.47K ﹤0.01%
1,500
1298
$4.43K ﹤0.01%
100
1299
$4.32K ﹤0.01%
571
-1,086
1300
$4.3K ﹤0.01%
200
50 51
52
53 54