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
476
$514K 0.01%
58,834
-8,057
477
$509K 0.01%
10,000
478
$509K 0.01%
4,300
479
$503K 0.01%
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480
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+44,310
481
$496K 0.01%
13,849
-1,000
482
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27,967
-368
483
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484
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12,805
485
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3,033
486
$481K 0.01%
6,989
487
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488
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19,035
+500
489
$477K 0.01%
857
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2,375
491
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1,137
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492
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494
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495
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498
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499
$430K 0.01%
38,879
500
$424K 0.01%
8,209
+133
18 19
20
21 22