AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$81.4M
2
+$72.9M
3
+$43.2M
4
BERY
Berry Global Group, Inc.
BERY
+$11.9M
5
AMT icon
American Tower
AMT
+$11.5M

Top Sells

1
+$41.7M
2
+$27.8M
3
+$17M
4
RBA icon
RB Global
RBA
+$16.9M
5
AQN icon
Algonquin Power & Utilities
AQN
+$11.7M

Sector Composition

1 Industrials 20.45%
2 Technology 13%
3 Healthcare 11.07%
4 Consumer Discretionary 7.94%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-98
1702
– –
-162
1703
– –
-367
1704
– –
-12
1705
– –
-116,177
1706
– –
0
1707
– –
-500
1708
– –
-351
1709
– –
-225
1710
– –
-3,072
1711
– –
-33
1712
– –
-24,410
1713
– –
0
1714
– –
-2,290
1715
– –
0
1716
– –
-375
1717
– –
0
1718
– –
-1,000
1719
– –
-27
1720
– –
-2,821
1721
– –
-467
1722
– –
-215
1723
– –
-3,500
1724
– –
-231,539
1725
– –
-3,300
67 68
69
70 71