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
1601
$5 ﹤0.01%
5,298
1602
$3 ﹤0.01%
2,544,675
1603
$3 ﹤0.01%
100
1604
$3 ﹤0.01%
2,700
1605
– –
0
1606
$2 ﹤0.01%
8,600
1607
$2 ﹤0.01%
10,000
1608
$2 ﹤0.01%
28
1609
– –
-22,628
1610
– –
-20,339
1611
– –
-7,200
1612
– –
-14,425
1613
– –
-1,006
1614
– –
-7,718
1615
– –
-533
1616
$0 ﹤0.01%
12,698
1617
$0 ﹤0.01%
400
1618
– –
-10,979
1619
$0 ﹤0.01%
2,500
1620
– –
0
1621
– –
-300
1622
– –
0
1623
$0 ﹤0.01%
35,100
1624
$0 ﹤0.01%
5,450
1625
– –
-2,295
63 64
65
66 67