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
401
$824K 0.02%
152,310
402
$810K 0.02%
2,811
+358
403
$805K 0.02%
167,804
+22,285
404
$804K 0.02%
29,922
+1,512
405
$793K 0.02%
106,078
406
$788K 0.02%
47,670
407
$787K 0.02%
7,564
+1,699
408
$785K 0.02%
15,949
-900
409
$782K 0.02%
+27,343
410
$771K 0.02%
1,011
+95
411
$771K 0.02%
13,195
412
$767K 0.02%
97,075
413
$760K 0.02%
26,572
414
$759K 0.02%
6,438
+9
415
$756K 0.02%
41,217
-2,225
416
$744K 0.02%
5,004
+1,011
417
$735K 0.02%
10,245
+352
418
$734K 0.02%
8,007
+18
419
$730K 0.02%
25,463
420
$729K 0.02%
6,732
421
$723K 0.02%
16,580
-356
422
$723K 0.02%
25,860
+25,859
423
$719K 0.02%
7,517
+8
424
$708K 0.02%
24,484
-399
425
$703K 0.02%
1,603
15 16
17
18 19