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
176
$3.91M 0.09%
6,711
-224
177
$3.91M 0.09%
42,789
+3,823
178
$3.88M 0.09%
177,374
+68,405
179
$3.88M 0.09%
70,000
+3,766
180
$3.88M 0.09%
22,382
-19,618
181
$3.85M 0.09%
11,094
-140
182
$3.82M 0.09%
274,234
+103,830
183
$3.79M 0.09%
+143,347
184
$3.74M 0.09%
35,516
-84
185
$3.73M 0.09%
29,549
+10,162
186
$3.69M 0.09%
231,814
187
$3.62M 0.09%
113,955
-10,160
188
$3.62M 0.08%
329,576
+284,576
189
$3.61M 0.08%
43,778
-5,247
190
$3.56M 0.08%
247,180
+82,303
191
$3.56M 0.08%
192,686
-7,042
192
$3.55M 0.08%
73,326
+322
193
$3.52M 0.08%
971,640
+293,500
194
$3.49M 0.08%
285,638
-1,220
195
$3.48M 0.08%
170,971
+37,900
196
$3.43M 0.08%
6,877
+18
197
$3.36M 0.08%
117,328
+11,370
198
$3.33M 0.08%
59,242
+2,496
199
$3.28M 0.08%
5,490
-100
200
$3.27M 0.08%
20,194
+14
6 7
8
9 10