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
1551
$105 ﹤0.01%
1,500
1552
$104 ﹤0.01%
17,300
1553
$104 ﹤0.01%
5,200
1554
$104 ﹤0.01%
2,607
1555
$100 ﹤0.01%
5,000
1556
$100 ﹤0.01%
500
-19,674
1557
$99 ﹤0.01%
7,900
1558
$96 ﹤0.01%
2,249
1559
$94 ﹤0.01%
3,000
1560
$92 ﹤0.01%
3,700
1561
$91 ﹤0.01%
4,550
1562
$91 ﹤0.01%
2,600
1563
$88 ﹤0.01%
6,293
1564
$84 ﹤0.01%
10
1565
$81 ﹤0.01%
2,500
1566
$80 ﹤0.01%
3,993
1567
$80 ﹤0.01%
5,000
1568
$79 ﹤0.01%
66
1569
$78 ﹤0.01%
6,540
1570
$77 ﹤0.01%
5,000
1571
$76 ﹤0.01%
10,825
1572
$75 ﹤0.01%
38
1573
$75 ﹤0.01%
2,500
1574
$69 ﹤0.01%
2,500
1575
$67 ﹤0.01%
6,000
61 62
63
64 65