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
1301
$4.25K ﹤0.01%
149
1302
$4.23K ﹤0.01%
250
1303
$4.21K ﹤0.01%
70
1304
$4.14K ﹤0.01%
40
1305
$4.14K ﹤0.01%
137
1306
$4.08K ﹤0.01%
23
1307
$4.08K ﹤0.01%
209
-28,183
1308
$4K ﹤0.01%
44,500
1309
$3.98K ﹤0.01%
96
1310
$3.97K ﹤0.01%
169
1311
$3.96K ﹤0.01%
30
1312
$3.95K ﹤0.01%
473
1313
$3.95K ﹤0.01%
365
-38
1314
$3.89K ﹤0.01%
250
-524
1315
$3.86K ﹤0.01%
550
1316
$3.8K ﹤0.01%
116
1317
$3.75K ﹤0.01%
14
1318
$3.72K ﹤0.01%
125
1319
$3.65K ﹤0.01%
300
1320
$3.63K ﹤0.01%
1,000
1321
$3.62K ﹤0.01%
100
1322
$3.57K ﹤0.01%
+48
1323
$3.57K ﹤0.01%
100
1324
$3.56K ﹤0.01%
25
1325
$3.55K ﹤0.01%
68
51 52
53
54 55