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
451
$596K 0.01%
1,137
+30
452
$594K 0.01%
363
453
$589K 0.01%
3,186
-285
454
$582K 0.01%
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-50
455
$581K 0.01%
3,000
456
$578K 0.01%
67,399
-28,030
457
$577K 0.01%
2,920
+233
458
$577K 0.01%
16,590
-930
459
$575K 0.01%
5,714
-345
460
$574K 0.01%
944
+25
461
$563K 0.01%
7,049
-214
462
$556K 0.01%
10,603
+4,613
463
$555K 0.01%
2,070
+235
464
$554K 0.01%
5,089
+236
465
$553K 0.01%
4,032
-26
466
$553K 0.01%
10,781
+7,680
467
$551K 0.01%
20,528
468
$544K 0.01%
15,234
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469
$539K 0.01%
7,145
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470
$530K 0.01%
24,427
-800
471
$530K 0.01%
10,861
+350
472
$527K 0.01%
319,505
-735
473
$525K 0.01%
25,868
+8,129
474
$521K 0.01%
6,930
+6,030
475
$519K 0.01%
7,315
+1,304
17 18
19
20 21