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
1676
– –
-2,600
1677
– –
-7,500
1678
– –
-15
1679
– –
-5,440
1680
– –
-200
1681
– –
-5,881
1682
– –
-37,000
1683
– –
-666
1684
– –
-200
1685
– –
-189
1686
– –
-4,000
1687
– –
-43
1688
– –
-49,350
1689
– –
-9
1690
– –
-496
1691
– –
0
1692
– –
-107
1693
– –
-111
1694
– –
-15,000
1695
– –
0
1696
– –
-260,323
1697
– –
-908
1698
– –
-55
1699
– –
0
1700
– –
0
66 67
68
69 70