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
$4.37B
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 icon
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 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.7M 0.06%
54,851
+9,692
227
$2.69M 0.06%
60,947
-1,573
228
$2.66M 0.06%
77,302
-3,189
229
$2.63M 0.06%
10,530
230
$2.63M 0.06%
29,331
+62
231
$2.62M 0.06%
16,818
+10
232
$2.61M 0.06%
5,386,991
233
$2.61M 0.06%
5,173
-317
234
$2.55M 0.06%
69,219
-103,977
235
$2.55M 0.06%
111,536
+6,432
236
$2.53M 0.06%
308,657
-36,130
237
$2.52M 0.06%
16,178
-427
238
$2.51M 0.06%
42,853
-16,389
239
$2.44M 0.06%
154,528
+8,245
240
$2.42M 0.05%
168,871
-5,393
241
$2.41M 0.05%
11,971
-1,472
242
$2.4M 0.05%
6,771
+31
243
$2.37M 0.05%
65,479
+2,241
244
$2.35M 0.05%
69,047
+1,250
245
$2.35M 0.05%
6,833
+60
246
$2.34M 0.05%
114,910
-1,000
247
$2.32M 0.05%
22,383
+11,652
248
$2.32M 0.05%
40,112
+5,747
249
$2.32M 0.05%
1,068,531
250
$2.31M 0.05%
45,800
-217
8 9
10
11 12