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
451
$594K 0.01%
363
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$589K 0.01%
3,186
-285
453
$582K 0.01%
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-50
454
$581K 0.01%
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455
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67,399
-28,030
456
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2,920
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457
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16,590
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458
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9,440
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460
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7,049
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461
$556K 0.01%
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462
$555K 0.01%
2,070
+235
463
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5,089
+236
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4,032
-26
465
$553K 0.01%
10,781
+7,680
466
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467
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10,861
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319,505
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25,868
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473
$521K 0.01%
6,930
+6,030
474
$519K 0.01%
7,315
+1,304
475
$517K 0.01%
12,985
+430
17 18
19
20 21