AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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%
6,000
1627
$0 ﹤0.01%
4,948
1628
$0 ﹤0.01%
50,000
1629
$0 ﹤0.01%
250
1630
– –
-3,470
1631
– –
-7,312
1632
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0
1633
$0 ﹤0.01%
142
1634
$0 ﹤0.01%
1,000
1635
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-123
1636
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-150
1637
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1638
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-75
1639
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-1,782
1640
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-325
1643
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-2,000
1644
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1645
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-164,097
1646
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1647
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-100
1648
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-1,000
1649
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-81
1650
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0
64 65
66
67 68