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
1626
$0 ﹤0.01%
640
1627
$0 ﹤0.01%
6,000
1628
$0 ﹤0.01%
4,948
1629
$0 ﹤0.01%
50,000
1630
$0 ﹤0.01%
250
1631
– –
-3,470
1632
– –
-7,312
1633
– –
0
1634
$0 ﹤0.01%
142
1635
$0 ﹤0.01%
1,000
1636
– –
0
1637
– –
-1,000
1638
– –
-8
1639
– –
-100
1640
– –
-380
1641
– –
-145,690
1642
– –
-1,975,000
1643
– –
0
1644
– –
-22
1645
– –
-5
1646
– –
-108
1647
– –
-284
1648
– –
-4,470
1649
– –
-200
1650
– –
-2,600
64 65
66
67 68