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
1451
$645 ﹤0.01%
117
1452
$630 ﹤0.01%
8,403
1453
$629 ﹤0.01%
22
1454
$623 ﹤0.01%
2,791
1455
$608 ﹤0.01%
4,366
1456
$600 ﹤0.01%
10,000
1457
$571 ﹤0.01%
8,154
1458
$571 ﹤0.01%
6,340
1459
$566 ﹤0.01%
21,701
1460
$535 ﹤0.01%
33,458
1461
$533 ﹤0.01%
52,800
1462
$529 ﹤0.01%
15
1463
$528 ﹤0.01%
37
1464
$523 ﹤0.01%
4,360
1465
$522 ﹤0.01%
19,700
1466
$517 ﹤0.01%
16,000
1467
$505 ﹤0.01%
13,455
1468
$503 ﹤0.01%
6,000
1469
$490 ﹤0.01%
24,522
1470
$488 ﹤0.01%
27
-310
1471
$480 ﹤0.01%
32,000
1472
$474 ﹤0.01%
5
1473
$444 ﹤0.01%
6,325
1474
$426 ﹤0.01%
19
1475
$424 ﹤0.01%
58
57 58
59
60 61