AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$81.4M
2
+$72.9M
3
+$43.2M
4
BERY
Berry Global Group, Inc.
BERY
+$11.9M
5
AMT icon
American Tower
AMT
+$11.5M

Top Sells

1
+$41.7M
2
+$27.8M
3
+$17M
4
RBA icon
RB Global
RBA
+$16.9M
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
1451
$623 ﹤0.01%
2,791
1452
$608 ﹤0.01%
4,366
1453
$600 ﹤0.01%
10,000
1454
$571 ﹤0.01%
8,154
1455
$571 ﹤0.01%
6,340
1456
$566 ﹤0.01%
21,701
1457
$535 ﹤0.01%
33,458
1458
$533 ﹤0.01%
52,800
1459
$529 ﹤0.01%
15
1460
$528 ﹤0.01%
37
1461
$523 ﹤0.01%
4,360
1462
$522 ﹤0.01%
19,700
1463
$517 ﹤0.01%
16,000
1464
$505 ﹤0.01%
13,455
1465
$503 ﹤0.01%
6,000
1466
$490 ﹤0.01%
24,522
1467
$488 ﹤0.01%
27
-310
1468
$480 ﹤0.01%
32,000
1469
$474 ﹤0.01%
5
1470
$444 ﹤0.01%
6,325
1471
$426 ﹤0.01%
19
1472
$424 ﹤0.01%
58
1473
$406 ﹤0.01%
200
1474
$406 ﹤0.01%
23,040
1475
$404 ﹤0.01%
5,050
57 58
59
60 61