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
376
$931K 0.02%
14,140
-182
377
$927K 0.02%
+14,930
378
$921K 0.02%
21,432
+16,917
379
$917K 0.02%
+83,860
380
$915K 0.02%
+234,620
381
$914K 0.02%
15,750
382
$914K 0.02%
23,755
-1,105
383
$911K 0.02%
418,049
384
$908K 0.02%
3,016
+27
385
$907K 0.02%
4,855
+475
386
$906K 0.02%
1,393
+11
387
$899K 0.02%
+46,010
388
$897K 0.02%
18,733
+6,227
389
$896K 0.02%
4,878
-250
390
$879K 0.02%
8,305
-305
391
$876K 0.02%
18,000
392
$876K 0.02%
38,051
-17,657
393
$871K 0.02%
54,487
-488
394
$867K 0.02%
3,568
-71
395
$857K 0.02%
3,810
-90
396
$856K 0.02%
5,492
+22
397
$855K 0.02%
2,143
398
$854K 0.02%
16,926
-1,861
399
$841K 0.02%
41,695
+7,391
400
$826K 0.02%
16,291
+1,301
14 15
16
17 18