AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 13.01%
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
1501
$284 ﹤0.01%
12
1502
$274 ﹤0.01%
10,449
1503
$263 ﹤0.01%
17,542
1504
$248 ﹤0.01%
6,204
1505
$241 ﹤0.01%
10
1506
$240 ﹤0.01%
20
1507
$240 ﹤0.01%
6,500
1508
$232 ﹤0.01%
10
1509
$231 ﹤0.01%
7,500
1510
$227 ﹤0.01%
23
1511
$225 ﹤0.01%
50
1512
$220 ﹤0.01%
56
1513
$212 ﹤0.01%
2,500
1514
$211 ﹤0.01%
1,000
1515
$202 ﹤0.01%
5,050
1516
$200 ﹤0.01%
2,000
1517
$199 ﹤0.01%
39
-45
1518
$192 ﹤0.01%
5,050
1519
$190 ﹤0.01%
65
1520
$183 ﹤0.01%
7
-40,731
1521
$183 ﹤0.01%
4,563
1522
$181 ﹤0.01%
10,050
1523
$172 ﹤0.01%
10,000
1524
$168 ﹤0.01%
16,773
1525
$164 ﹤0.01%
20,213
59 60
61
62 63