AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,931
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$27.2M
3
+$17.4M
4
BERY
Berry Global Group, Inc.
BERY
+$16.3M
5
K
Kellanova
K
+$6.91M

Top Sells

1
+$161M
2
+$48.4M
3
+$22.3M
4
KSS icon
Kohl's
KSS
+$17.8M
5
HLIT icon
Harmonic Inc
HLIT
+$15.2M

Sector Composition

1 Industrials 18.63%
2 Technology 12.55%
3 Healthcare 11.32%
4 Consumer Discretionary 8.51%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.69M 0.06%
60,947
-1,573
227
$2.66M 0.06%
77,302
-3,189
228
$2.63M 0.06%
10,530
229
$2.63M 0.06%
29,331
+62
230
$2.62M 0.06%
16,818
+10
231
$2.61M 0.06%
5,386,991
232
$2.61M 0.06%
5,173
-317
233
$2.55M 0.06%
69,219
-103,977
234
$2.55M 0.06%
111,536
+6,432
235
$2.53M 0.06%
308,657
-36,130
236
$2.52M 0.06%
16,178
-427
237
$2.51M 0.06%
42,853
-16,389
238
$2.44M 0.06%
154,528
+8,245
239
$2.42M 0.05%
168,871
-5,393
240
$2.41M 0.05%
11,971
-1,472
241
$2.4M 0.05%
6,771
+31
242
$2.37M 0.05%
65,479
+2,241
243
$2.35M 0.05%
69,047
+1,250
244
$2.35M 0.05%
6,833
+60
245
$2.34M 0.05%
114,910
-1,000
246
$2.32M 0.05%
22,383
+11,652
247
$2.32M 0.05%
40,112
+5,747
248
$2.32M 0.05%
1,068,531
249
$2.31M 0.05%
183,200
-868
250
$2.29M 0.05%
10,721
+186
8 9
10
11 12