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
$777M
AUM Growth
-$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.42M
3
+$3.4M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.18M
5
KHC icon
Kraft Heinz
KHC
+$3.13M

Top Sells

1
+$8.97M
2
+$5.41M
3
+$3.5M
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$3.16M
5
TPCO
Tribune Publishing Company Common Stock
TPCO
+$2.54M

Sector Composition

1 Financials 12.61%
2 Technology 8.45%
3 Industrials 8.34%
4 Consumer Discretionary 6.62%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$405K 0.05%
+31,000
327
$403K 0.05%
11,210
-246
328
$403K 0.05%
2,900
329
$401K 0.05%
10,308
-608
330
$397K 0.05%
58,500
331
$394K 0.05%
+3,680
332
$393K 0.05%
16,141
333
$390K 0.05%
+6,171
334
$389K 0.05%
4,179
-702
335
$389K 0.05%
8,636
336
$386K 0.05%
4,897
+410
337
$386K 0.05%
15,000
338
$384K 0.05%
13,850
339
$382K 0.05%
3,777
-177
340
$381K 0.05%
36,000
+21,000
341
$380K 0.05%
+12,000
342
$378K 0.05%
28,890
343
$376K 0.05%
9,150
344
$369K 0.05%
136,500
345
$365K 0.05%
8,498
+1,000
346
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5,400
347
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3,748
348
$362K 0.05%
+4,025
349
$362K 0.05%
47,725
350
$360K 0.05%
+871
12 13
14
15 16