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
326
$1.39M 0.03%
79,671
+1,050
327
$1.38M 0.03%
10,511
+1,091
328
$1.37M 0.03%
4,266
+1,075
329
$1.36M 0.03%
48,825
+5,696
330
$1.35M 0.03%
26,586
+1,165
331
$1.34M 0.03%
14,908
332
$1.3M 0.03%
99,212
+50,815
333
$1.29M 0.03%
4,751
-38
334
$1.27M 0.03%
254,180
+140,460
335
$1.27M 0.03%
32,078
-8,782
336
$1.26M 0.03%
+235,570
337
$1.26M 0.03%
11,885
+980
338
$1.25M 0.03%
472,388
+121,483
339
$1.24M 0.03%
22,300
340
$1.23M 0.03%
36,473
-28,153
341
$1.21M 0.03%
9,370
-500
342
$1.21M 0.03%
41,745
343
$1.2M 0.03%
6,883
344
$1.19M 0.03%
6,368
+80
345
$1.18M 0.03%
31,748
-40,773
346
$1.18M 0.03%
172,429
+84,029
347
$1.17M 0.03%
18,660
348
$1.16M 0.03%
6,585
+294
349
$1.15M 0.03%
758
+2
350
$1.14M 0.03%
113,810
+1,350
12 13
14
15 16