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
1476
$401 ﹤0.01%
50
1477
$400 ﹤0.01%
25,000
1478
$400 ﹤0.01%
3,333
1479
$396 ﹤0.01%
18,700
1480
$395 ﹤0.01%
38
1481
$384 ﹤0.01%
8,347
1482
$383 ﹤0.01%
5,318
1483
$380 ﹤0.01%
2,000
1484
$372 ﹤0.01%
3,350
1485
$352 ﹤0.01%
+70
1486
$351 ﹤0.01%
17,548
1487
$351 ﹤0.01%
10,000
1488
$330 ﹤0.01%
8,800
1489
$325 ﹤0.01%
10,850
1490
$316 ﹤0.01%
80
1491
$315 ﹤0.01%
6,000
1492
$311 ﹤0.01%
43,850
1493
$307 ﹤0.01%
+8,400
1494
$303 ﹤0.01%
16
-876
1495
$295 ﹤0.01%
44
1496
$294 ﹤0.01%
3,669
1497
$286 ﹤0.01%
50
1498
$284 ﹤0.01%
12
1499
$274 ﹤0.01%
10,449
1500
$263 ﹤0.01%
17,542
58 59
60
61 62