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
151
$5.15M 0.12%
68,130
+7,848
152
$5.08M 0.12%
59,485
-303
153
$5.01M 0.12%
141,060
+100
154
$5M 0.12%
390,896
+146,726
155
$4.99M 0.12%
45,787
+1,537
156
$4.91M 0.12%
99,454
-1,150
157
$4.9M 0.12%
56,617
-360
158
$4.9M 0.12%
202,522
+50,013
159
$4.87M 0.11%
154,234
-22,320
160
$4.86M 0.11%
184,314
-1,519
161
$4.84M 0.11%
139,694
+167
162
$4.79M 0.11%
48,590
+48,050
163
$4.77M 0.11%
10,358
-116
164
$4.73M 0.11%
125,459
-11,125
165
$4.72M 0.11%
4,667
-16
166
$4.6M 0.11%
44,706
+46
167
$4.54M 0.11%
40,677
+770
168
$4.51M 0.11%
46,938
-82
169
$4.48M 0.11%
20,122
-82
170
$4.39M 0.1%
72,317
+9,340
171
$4.17M 0.1%
+317,046
172
$4.17M 0.1%
17,619
-696
173
$4.13M 0.1%
95,494
-2,874
174
$4.08M 0.1%
9,037
-35
175
$4.03M 0.09%
139,956
+112,830
5 6
7
8 9