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
1401
$1.21K ﹤0.01%
4
1402
$1.2K ﹤0.01%
21
1403
$1.2K ﹤0.01%
479
1404
$1.18K ﹤0.01%
18
-9
1405
$1.17K ﹤0.01%
78
1406
$1.15K ﹤0.01%
63
1407
$1.15K ﹤0.01%
12,558
1408
$1.13K ﹤0.01%
+24
1409
$1.11K ﹤0.01%
59,000
1410
$1.1K ﹤0.01%
20
1411
$1.1K ﹤0.01%
+5
1412
$1.09K ﹤0.01%
110
1413
$1.04K ﹤0.01%
116
1414
$1.04K ﹤0.01%
3
1415
$1.04K ﹤0.01%
222
1416
$1.03K ﹤0.01%
+50
1417
$1.02K ﹤0.01%
847
1418
$1.02K ﹤0.01%
18
-6
1419
$1.01K ﹤0.01%
16
1420
$990 ﹤0.01%
+9,900
1421
$973 ﹤0.01%
75
1422
$970 ﹤0.01%
13
+5
1423
$949 ﹤0.01%
11,300
1424
$932 ﹤0.01%
1,225
1425
$925 ﹤0.01%
+20,339
55 56
57
58 59