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
1601
$3 ﹤0.01%
2,544,675
1602
$2 ﹤0.01%
8,600
1603
$2 ﹤0.01%
10,000
1604
$2 ﹤0.01%
28
1605
– –
0
1606
$0 ﹤0.01%
4,948
1607
$0 ﹤0.01%
50,000
1608
$0 ﹤0.01%
250
1609
– –
-3,470
1610
– –
-7,312
1611
– –
0
1612
$0 ﹤0.01%
142
1613
$0 ﹤0.01%
1,000
1614
– –
-284
1615
– –
-1,000
1616
– –
-8,000
1617
– –
-66
1618
– –
-685
1619
– –
-49,350
1620
– –
0
1621
– –
-420
1622
– –
-91
1623
– –
-8
1624
– –
-100
1625
– –
-2
63 64
65
66 67