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
126
$6.79M 0.16%
160,210
-4,630
127
$6.62M 0.16%
40,156
+614
128
$6.6M 0.16%
87,184
+950
129
$6.6M 0.15%
150,405
-1,144
130
$6.29M 0.15%
31,874
-545
131
$6.18M 0.15%
158,235
132
$6.15M 0.14%
38,988
-4,500
133
$6.1M 0.14%
724,085
+44,820
134
$6.07M 0.14%
350,354
-26,221
135
$6.03M 0.14%
28,286
-1,026
136
$6.03M 0.14%
13,017
-294
137
$5.99M 0.14%
31,552
138
$5.96M 0.14%
72,113
+117
139
$5.74M 0.13%
43,112
+611
140
$5.71M 0.13%
188,420
-97,370
141
$5.65M 0.13%
18,106
+1,598
142
$5.44M 0.13%
321,760
-121,090
143
$5.39M 0.13%
76,698
+359
144
$5.33M 0.13%
149,098
-93,387
145
$5.3M 0.12%
133,922
-2,430
146
$5.28M 0.12%
53,225
-33,782
147
$5.25M 0.12%
218,568
148
$5.24M 0.12%
93,469
+43,545
149
$5.17M 0.12%
67,880
-1,707
150
$5.16M 0.12%
183,790
-59,693
4 5
6
7 8