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
1576
$62 ﹤0.01%
2,500
1577
$58 ﹤0.01%
12,098
1578
$54 ﹤0.01%
1
1579
$52 ﹤0.01%
6,250
1580
$51 ﹤0.01%
1,073
1581
$49 ﹤0.01%
2
-2,153
1582
$45 ﹤0.01%
3,000
1583
$45 ﹤0.01%
6,500
1584
$39 ﹤0.01%
9,400
1585
$31 ﹤0.01%
6,139
1586
$30 ﹤0.01%
87
1587
$29 ﹤0.01%
+1
1588
$27 ﹤0.01%
+1
1589
$27 ﹤0.01%
8,150
1590
$24 ﹤0.01%
2,000
1591
$22 ﹤0.01%
3,750
1592
– –
0
1593
$18 ﹤0.01%
3,000
1594
$15 ﹤0.01%
2,500
1595
$11 ﹤0.01%
3,200
1596
$10 ﹤0.01%
2
1597
$9 ﹤0.01%
220
1598
$8 ﹤0.01%
103
1599
$8 ﹤0.01%
2,600
1600
$6 ﹤0.01%
310
-80
62 63
64
65 66