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
26
$41.3M 0.94%
119,261
+3,497
27
$39.4M 0.89%
2,927,883
-1,127,510
28
$38.1M 0.87%
134,868
+15,904
29
$37.6M 0.85%
490,328
-4,056
30
$36.6M 0.83%
285,527
+3,782
31
$35.6M 0.81%
446,010
-4,112
32
$35M 0.8%
215,736
+1,201
33
$30.5M 0.69%
62,854
-45,853
34
$30.5M 0.69%
804,564
+60,622
35
$29.8M 0.68%
105,633
+2,438
36
$29.1M 0.66%
507,269
+120,677
37
$27.6M 0.63%
631,523
+397,448
38
$25.1M 0.57%
99,578
+1,025
39
$24.9M 0.57%
163,600
-412
40
$24M 0.54%
667,242
+9,481
41
$22.6M 0.51%
27,140
+146
42
$22.4M 0.51%
1,605,865
+71,243
43
$19.8M 0.45%
320,085
+16,740
44
$18.7M 0.43%
905,073
-28,905
45
$17.2M 0.39%
183,325
-8,720
46
$17.2M 0.39%
190,060
+19,600
47
$16.8M 0.38%
198,547
-1,254
48
$16.7M 0.38%
273,212
-420
49
$16.4M 0.37%
1,668,788
+285,179
50
$16.2M 0.37%
34,975
+1,907
1
2
3 4 5