AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$699K 0.02%
4,531
427
$694K 0.02%
1,194
-25
428
$693K 0.02%
7,320
+288
429
$692K 0.02%
129,902
430
$680K 0.02%
15,000
-2,252
431
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137,640
432
$680K 0.02%
48,198
433
$679K 0.02%
5,385
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434
$677K 0.02%
58,085
+4,341
435
$670K 0.02%
10,070
+1
436
$669K 0.02%
15,175
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437
$668K 0.02%
26,366
438
$668K 0.02%
4,493
+2,289
439
$662K 0.02%
15,442
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440
$658K 0.02%
28,941
-1,519
441
$658K 0.01%
40,050
442
$642K 0.01%
4,020
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10,321
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444
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8,622
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445
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446
$624K 0.01%
145,364
447
$621K 0.01%
27,307
+5,500
448
$610K 0.01%
1,129
449
$606K 0.01%
5,643
-300
450
$596K 0.01%
1,137
+30
16 17
18
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