AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$81.4M
2
+$72.9M
3
+$43.2M
4
BERY
Berry Global Group, Inc.
BERY
+$11.9M
5
AMT icon
American Tower
AMT
+$11.5M

Top Sells

1
+$41.7M
2
+$27.8M
3
+$17M
4
RBA icon
RB Global
RBA
+$16.9M
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
1576
$52 ﹤0.01%
6,250
1577
$51 ﹤0.01%
1,073
1578
$49 ﹤0.01%
2
-2,153
1579
$45 ﹤0.01%
3,000
1580
$45 ﹤0.01%
6,500
1581
$39 ﹤0.01%
9,400
1582
$31 ﹤0.01%
6,139
1583
$30 ﹤0.01%
87
1584
$29 ﹤0.01%
+1
1585
$27 ﹤0.01%
8,150
1586
$27 ﹤0.01%
+1
1587
$24 ﹤0.01%
2,000
1588
$22 ﹤0.01%
3,750
1589
– –
0
1590
$18 ﹤0.01%
3,000
1591
$15 ﹤0.01%
2,500
1592
$11 ﹤0.01%
3,200
1593
$10 ﹤0.01%
2
1594
$9 ﹤0.01%
220
1595
$8 ﹤0.01%
103
1596
$8 ﹤0.01%
2,600
1597
$6 ﹤0.01%
310
-80
1598
$5 ﹤0.01%
5,298
1599
$3 ﹤0.01%
100
1600
$3 ﹤0.01%
2,700
62 63
64
65 66