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
1426
$843 ﹤0.01%
28,000
1427
$838 ﹤0.01%
6,450
1428
$834 ﹤0.01%
36
1429
$823 ﹤0.01%
39
1430
$810 ﹤0.01%
1
1431
$801 ﹤0.01%
52
1432
$782 ﹤0.01%
8,791
1433
$781 ﹤0.01%
20
1434
$767 ﹤0.01%
33
1435
$765 ﹤0.01%
32
-225
1436
$753 ﹤0.01%
12,552
1437
$742 ﹤0.01%
11,000
1438
$741 ﹤0.01%
149
1439
$737 ﹤0.01%
27
+1
1440
$734 ﹤0.01%
127
1441
$730 ﹤0.01%
7,300
1442
$712 ﹤0.01%
9,996
1443
$698 ﹤0.01%
1
1444
$690 ﹤0.01%
645
1445
$688 ﹤0.01%
13
-1
1446
$666 ﹤0.01%
+13
1447
$665 ﹤0.01%
+58
1448
$645 ﹤0.01%
117
1449
$630 ﹤0.01%
8,403
1450
$629 ﹤0.01%
22
56 57
58
59 60