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
1701
– –
-349
1702
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-54,133
1703
– –
-4,000
1704
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-120
1705
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1706
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-91
1707
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-35
1708
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0
1709
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-100
1710
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-1,000
1711
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-81
1712
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0
1713
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-1,000
1714
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-8,000
1715
– –
-66
1716
– –
-685
1717
– –
-7,000
1718
– –
0
1719
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0
1720
– –
-391
1721
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-162
1722
– –
-367
1723
– –
-12
1724
– –
-116,177
1725
– –
0
67 68
69
70 71