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
26
$5.63M 0.72%
127,190
+451
27
$5.59M 0.72%
397,230
-18,477
28
$5.58M 0.72%
1,099,308
+14,300
29
$5.43M 0.7%
50,792
-525
30
$5.42M 0.7%
+393,072
31
$5.31M 0.68%
40,741
+25
32
$5.16M 0.66%
173,001
+51,400
33
$5.11M 0.66%
60,253
34
$4.97M 0.64%
83,894
-650
35
$4.83M 0.62%
64,600
+35,600
36
$4.75M 0.61%
109,051
+1,050
37
$4.7M 0.6%
116,372
+70
38
$4.67M 0.6%
116,335
+340
39
$4.5M 0.58%
182,667
+7,230
40
$4.43M 0.57%
86,298
+1,639
41
$4.39M 0.57%
72,049
+1,464
42
$4.16M 0.54%
354,667
+920
43
$4.15M 0.53%
49,963
+4
44
$4.14M 0.53%
106,971
-29,612
45
$4.08M 0.53%
110,545
46
$4.08M 0.52%
782,250
47
$4.08M 0.52%
56,646
-1,009
48
$4.01M 0.52%
112,155
+10,100
49
$3.94M 0.51%
538,279
-300,909
50
$3.77M 0.49%
31,194
+5,659
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