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
1476
$406 ﹤0.01%
200
1477
$406 ﹤0.01%
23,040
1478
$404 ﹤0.01%
5,050
1479
$401 ﹤0.01%
50
1480
$400 ﹤0.01%
3,333
1481
$400 ﹤0.01%
25,000
1482
$396 ﹤0.01%
18,700
1483
$395 ﹤0.01%
38
1484
$384 ﹤0.01%
8,347
1485
$383 ﹤0.01%
5,318
1486
$380 ﹤0.01%
2,000
1487
$372 ﹤0.01%
3,350
1488
$352 ﹤0.01%
+70
1489
$351 ﹤0.01%
17,548
1490
$351 ﹤0.01%
10,000
1491
$330 ﹤0.01%
8,800
1492
$325 ﹤0.01%
10,850
1493
$316 ﹤0.01%
80
1494
$315 ﹤0.01%
6,000
1495
$311 ﹤0.01%
43,850
1496
$307 ﹤0.01%
+8,400
1497
$303 ﹤0.01%
16
-876
1498
$295 ﹤0.01%
44
1499
$294 ﹤0.01%
3,669
1500
$286 ﹤0.01%
50
58 59
60
61 62