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
1326
$3.44K ﹤0.01%
+54
1327
$3.34K ﹤0.01%
100
1328
$3.24K ﹤0.01%
634
1329
$3.1K ﹤0.01%
40
-8
1330
$3.02K ﹤0.01%
+51
1331
$3.01K ﹤0.01%
180
-923
1332
$2.99K ﹤0.01%
200
1333
$2.94K ﹤0.01%
6,000
1334
$2.87K ﹤0.01%
21
1335
$2.87K ﹤0.01%
200
1336
$2.86K ﹤0.01%
+96
1337
$2.85K ﹤0.01%
540
1338
$2.74K ﹤0.01%
75
1339
$2.7K ﹤0.01%
100
1340
$2.69K ﹤0.01%
+50
1341
$2.65K ﹤0.01%
62
-285
1342
$2.51K ﹤0.01%
286
1343
$2.49K ﹤0.01%
18
-19
1344
$2.49K ﹤0.01%
50
1345
$2.49K ﹤0.01%
19,900
1346
$2.45K ﹤0.01%
130
1347
$2.4K ﹤0.01%
100
1348
$2.38K ﹤0.01%
94
1349
$2.36K ﹤0.01%
1,450
1350
$2.35K ﹤0.01%
15
52 53
54
55 56