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
1
$207M 4.86%
3,092,806
-262,661
2
$183M 4.3%
2,120,881
-2,003
3
$156M 3.67%
10,497,868
+7,189,251
4
$118M 2.76%
269,494
+980
5
$113M 2.64%
584,760
-4,228
6
$102M 2.39%
4,031,058
-6,384
7
$96.5M 2.27%
1,559,581
+210,389
8
$89M 2.09%
236,781
-1,814
9
$88.7M 2.08%
794,500
-17,180
10
$84.4M 1.98%
357,197
+347,780
11
$62.7M 1.47%
2,186,309
-265,537
12
$60.7M 1.42%
1,207,694
+32,684
13
$58.3M 1.37%
554,498
-12,275
14
$57M 1.34%
108,223
-189
15
$52.9M 1.24%
4,055,393
+4,044,584
16
$51.1M 1.2%
300,347
+201
17
$50.5M 1.19%
325,978
-1,459
18
$47.7M 1.12%
198,031
-2,743
19
$47M 1.1%
299,922
-6,326
20
$45.6M 1.07%
305,378
+9,527
21
$45.3M 1.06%
3,144,996
-2,099,777
22
$44M 1.03%
92,025
+2,788
23
$42.8M 1.01%
204,093
-240
24
$42.5M 1%
351,513
+2,879
25
$41.5M 0.98%
119,864
-599
1
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