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
201
$3.27M 0.08%
34,863
-865
202
$3.19M 0.07%
39,950
-39,880
203
$3.18M 0.07%
19,951
+967
204
$3.14M 0.07%
62,520
-1,330
205
$3.14M 0.07%
117,667
-3,848
206
$3.1M 0.07%
235,555
-675
207
$2.98M 0.07%
121,957
+5,659
208
$2.97M 0.07%
+289,377
209
$2.94M 0.07%
53,655
210
$2.92M 0.07%
1,068,531
211
$2.9M 0.07%
124,592
-14,578
212
$2.87M 0.07%
692,043
+524,713
213
$2.85M 0.07%
33,343
+32,943
214
$2.82M 0.07%
43,496
-2,189
215
$2.82M 0.07%
41,037
+1,500
216
$2.81M 0.07%
6,007
-749
217
$2.78M 0.07%
33,148
-3,533
218
$2.77M 0.07%
70,876
-13,175
219
$2.75M 0.06%
14,392
+1,091
220
$2.75M 0.06%
+113,038
221
$2.73M 0.06%
173,298
+12,465
222
$2.73M 0.06%
23,498
+101
223
$2.64M 0.06%
29,269
+55
224
$2.63M 0.06%
46,017
-70
225
$2.63M 0.06%
15,915
+93
7 8
9
10 11