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
1526
$155 ﹤0.01%
8,620
1527
$155 ﹤0.01%
6,194
1528
$155 ﹤0.01%
6,132
1529
$154 ﹤0.01%
2,500
1530
$153 ﹤0.01%
4,800
1531
$151 ﹤0.01%
1,858
1532
$150 ﹤0.01%
8
1533
$142 ﹤0.01%
3,000
1534
$139 ﹤0.01%
11,585
1535
$138 ﹤0.01%
13,850
1536
$137 ﹤0.01%
5,000
1537
$136 ﹤0.01%
8,400
1538
$133 ﹤0.01%
5,282
1539
$133 ﹤0.01%
15,470
1540
$133 ﹤0.01%
12,100
1541
$129 ﹤0.01%
4,300
1542
$126 ﹤0.01%
2,200
1543
$118 ﹤0.01%
1
1544
$117 ﹤0.01%
3,100
1545
$116 ﹤0.01%
23,200
1546
$111 ﹤0.01%
+4
1547
$106 ﹤0.01%
25,263
1548
$105 ﹤0.01%
1,500
1549
$104 ﹤0.01%
5,200
1550
$104 ﹤0.01%
2,607
60 61
62
63 64