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
1426
$903 ﹤0.01%
+9
1427
$898 ﹤0.01%
12
1428
$888 ﹤0.01%
8,006
1429
$843 ﹤0.01%
28,000
1430
$838 ﹤0.01%
6,450
1431
$834 ﹤0.01%
36
1432
$823 ﹤0.01%
39
1433
$810 ﹤0.01%
9
-6
1434
$801 ﹤0.01%
52
1435
$782 ﹤0.01%
8,791
1436
$781 ﹤0.01%
20
1437
$767 ﹤0.01%
33
1438
$765 ﹤0.01%
32
-225
1439
$753 ﹤0.01%
12,552
1440
$742 ﹤0.01%
11,000
1441
$741 ﹤0.01%
149
1442
$737 ﹤0.01%
27
+1
1443
$734 ﹤0.01%
127
1444
$730 ﹤0.01%
7,300
1445
$712 ﹤0.01%
9,996
1446
$698 ﹤0.01%
1
1447
$690 ﹤0.01%
645
1448
$688 ﹤0.01%
13
-1
1449
$666 ﹤0.01%
+13
1450
$665 ﹤0.01%
+58
56 57
58
59 60