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
276
$1.84M 0.04%
7,435
+173
277
$1.84M 0.04%
7,991
-46
278
$1.82M 0.04%
444,660
+225,330
279
$1.81M 0.04%
5,056
+13
280
$1.8M 0.04%
4,528
+50
281
$1.8M 0.04%
34,833
-708
282
$1.8M 0.04%
13,306
+6,459
283
$1.79M 0.04%
135,098
-38,200
284
$1.78M 0.04%
16,109
+144
285
$1.76M 0.04%
11,455
-133
286
$1.75M 0.04%
265,797
+12,000
287
$1.73M 0.04%
99,828
-26,557
288
$1.72M 0.04%
6,898
+305
289
$1.71M 0.04%
143,646
290
$1.69M 0.04%
83,085
-1,557
291
$1.68M 0.04%
12,852
-880
292
$1.68M 0.04%
+17,940
293
$1.68M 0.04%
491,418
+169,470
294
$1.67M 0.04%
14,499
+2,305
295
$1.66M 0.04%
125,110
-21,371
296
$1.65M 0.04%
68,810
-1,880
297
$1.64M 0.04%
5,645
-21
298
$1.63M 0.04%
83,830
+52,040
299
$1.63M 0.04%
66,340
-31,450
300
$1.63M 0.04%
13,453
-3
10 11
12
13 14