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
1301
$4.14K ﹤0.01%
137
1302
$4.08K ﹤0.01%
23
1303
$4.08K ﹤0.01%
209
-28,183
1304
$4K ﹤0.01%
44,500
1305
$3.98K ﹤0.01%
96
1306
$3.97K ﹤0.01%
169
1307
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30
1308
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473
1309
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365
-38
1310
$3.89K ﹤0.01%
250
-524
1311
$3.86K ﹤0.01%
550
1312
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116
1313
$3.75K ﹤0.01%
14
1314
$3.72K ﹤0.01%
125
1315
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1,000
1317
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1318
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+48
1319
$3.57K ﹤0.01%
100
1320
$3.56K ﹤0.01%
25
1321
$3.55K ﹤0.01%
68
1322
$3.44K ﹤0.01%
+54
1323
$3.34K ﹤0.01%
100
1324
$3.24K ﹤0.01%
634
1325
$3.1K ﹤0.01%
40
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