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
1701
– –
-420
1702
– –
-12
1703
– –
-190
1704
– –
-1
1705
– –
-880
1706
– –
-1,560
1707
– –
-16,000
1708
– –
0
1709
– –
-93,450
1710
– –
-2,298
1711
– –
-3
1712
– –
-21,820
1713
– –
-25,590
1714
– –
-7,085
1715
– –
-349
1716
– –
-54,133
1717
– –
-4,000
1718
– –
-120
1719
– –
-185
1720
– –
-91
1721
– –
-35
1722
– –
0
1723
– –
0
1724
– –
-1,000
1725
– –
-8,000
67 68
69
70 71