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
301
$1.63M 0.04%
79,988
302
$1.61M 0.04%
53,492
+26,003
303
$1.61M 0.04%
132,548
-18,050
304
$1.59M 0.04%
121,863
+50,940
305
$1.57M 0.04%
8,214
+183
306
$1.54M 0.04%
185,773
+12,589
307
$1.54M 0.04%
14,822
-300
308
$1.54M 0.03%
7,970
-359
309
$1.54M 0.03%
42,015
-27,454
310
$1.52M 0.03%
9,391
+73
311
$1.52M 0.03%
95,910
-7,425
312
$1.51M 0.03%
8,389
+710
313
$1.51M 0.03%
7,173
-355
314
$1.48M 0.03%
32,678
+2,577
315
$1.46M 0.03%
208,857
-50,674
316
$1.45M 0.03%
12,738
-300
317
$1.45M 0.03%
135,691
-8,259
318
$1.44M 0.03%
156,632
+36,820
319
$1.44M 0.03%
130,933
+39,659
320
$1.42M 0.03%
29,595
-1,500
321
$1.42M 0.03%
137,760
+68,110
322
$1.41M 0.03%
8,125
-250
323
$1.4M 0.03%
67,262
-6,666
324
$1.39M 0.03%
72,233
-296,212
325
$1.39M 0.03%
174,626
11 12
13
14 15