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
1326
$3.02K ﹤0.01%
+51
1327
$3.01K ﹤0.01%
180
-923
1328
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1329
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6,000
1330
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1339
$2.49K ﹤0.01%
18
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19,900
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1345
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1,450
1346
$2.35K ﹤0.01%
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1347
$2.35K ﹤0.01%
+97
1348
$2.34K ﹤0.01%
56
1349
$2.3K ﹤0.01%
3,900
1350
$2.21K ﹤0.01%
60