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
1351
$2.35K ﹤0.01%
+97
1352
$2.34K ﹤0.01%
56
1353
$2.3K ﹤0.01%
3,900
1354
$2.21K ﹤0.01%
60
1355
$2.19K ﹤0.01%
150
1356
$2.13K ﹤0.01%
71,000
1357
$2.12K ﹤0.01%
25
1358
$2.08K ﹤0.01%
51
-100
1359
$2.07K ﹤0.01%
100
1360
$2K ﹤0.01%
+41
1361
$1.96K ﹤0.01%
+20
1362
$1.96K ﹤0.01%
50
1363
$1.91K ﹤0.01%
31
-187
1364
$1.91K ﹤0.01%
300
1365
$1.9K ﹤0.01%
100
-29
1366
$1.87K ﹤0.01%
+35
1367
$1.86K ﹤0.01%
10
-64
1368
$1.86K ﹤0.01%
3
1369
$1.81K ﹤0.01%
32,365
1370
$1.8K ﹤0.01%
18
1371
$1.78K ﹤0.01%
287
1372
$1.76K ﹤0.01%
6
1373
$1.75K ﹤0.01%
3
1374
$1.75K ﹤0.01%
135
1375
$1.74K ﹤0.01%
100
53 54
55
56 57