AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$81.4M
2 +$72.9M
3 +$43.2M
4
BERY
Berry Global Group, Inc.
BERY
+$11.9M
5
AMT icon
American Tower
AMT
+$11.5M

Top Sells

1 +$41.7M
2 +$27.8M
3 +$17M
4
RBA icon
RB Global
RBA
+$16.9M
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
$2.99K ﹤0.01%
200
1329
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6,000
1330
$2.87K ﹤0.01%
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1331
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200
1332
$2.86K ﹤0.01%
+96
1333
$2.85K ﹤0.01%
540
1334
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75
1335
$2.7K ﹤0.01%
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1336
$2.69K ﹤0.01%
+50
1337
$2.65K ﹤0.01%
62
-285
1338
$2.51K ﹤0.01%
286
1339
$2.49K ﹤0.01%
18
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1340
$2.49K ﹤0.01%
50
1341
$2.49K ﹤0.01%
19,900
1342
$2.45K ﹤0.01%
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1343
$2.4K ﹤0.01%
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1344
$2.38K ﹤0.01%
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1345
$2.36K ﹤0.01%
1,450
1346
$2.35K ﹤0.01%
15
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