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
1551
$104 ﹤0.01%
17,300
1552
$100 ﹤0.01%
5,000
1553
$100 ﹤0.01%
500
-19,674
1554
$99 ﹤0.01%
7,900
1555
$96 ﹤0.01%
2,249
1556
$94 ﹤0.01%
3,000
1557
$92 ﹤0.01%
3,700
1558
$91 ﹤0.01%
4,550
1559
$91 ﹤0.01%
2,600
1560
$88 ﹤0.01%
6,293
1561
$84 ﹤0.01%
10
1562
$81 ﹤0.01%
2,500
1563
$80 ﹤0.01%
3,993
1564
$80 ﹤0.01%
5,000
1565
$79 ﹤0.01%
66
1566
$78 ﹤0.01%
6,540
1567
$77 ﹤0.01%
5,000
1568
$76 ﹤0.01%
10,825
1569
$75 ﹤0.01%
38
1570
$75 ﹤0.01%
2,500
1571
$69 ﹤0.01%
2,500
1572
$67 ﹤0.01%
6,000
1573
$62 ﹤0.01%
2,500
1574
$58 ﹤0.01%
12,098
1575
$54 ﹤0.01%
1
61 62
63
64 65