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
401
$266K 0.03%
3,298
402
$264K 0.03%
5,309
-2,587
403
$264K 0.03%
10,304
-4,096
404
$261K 0.03%
24,661
-183
405
$261K 0.03%
15,200
406
$261K 0.03%
5,460
407
$260K 0.03%
+9,085
408
$260K 0.03%
113,000
409
$259K 0.03%
5,549
-3,715
410
$256K 0.03%
2,996
411
$252K 0.03%
3,062
+356
412
$249K 0.03%
4,223
-1,295
413
$248K 0.03%
6,200
414
$247K 0.03%
830
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415
$244K 0.03%
+5,000
416
$241K 0.03%
9,964
-1,000
417
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46,500
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418
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419
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6,196
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420
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+3,363
421
$232K 0.03%
7,400
-300
422
$231K 0.03%
1,681
-757
423
$227K 0.03%
+10,000
424
$227K 0.03%
+50,256
425
$226K 0.03%
6,760
15 16
17
18 19