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
476
$517K 0.01%
12,985
+430
477
$514K 0.01%
58,834
-8,057
478
$509K 0.01%
10,000
479
$509K 0.01%
4,300
480
$503K 0.01%
1,861
-201
481
$497K 0.01%
+44,310
482
$496K 0.01%
13,849
-1,000
483
$492K 0.01%
27,967
-368
484
$488K 0.01%
3,934
485
$482K 0.01%
12,805
486
$482K 0.01%
3,033
487
$481K 0.01%
6,989
488
$480K 0.01%
5,986
-200
489
$478K 0.01%
19,035
+500
490
$477K 0.01%
857
+31
491
$470K 0.01%
20,217
+4,129
492
$469K 0.01%
2,375
493
$467K 0.01%
1,137
+62
494
$461K 0.01%
13,523
495
$460K 0.01%
3,223
496
$453K 0.01%
3,234
+758
497
$448K 0.01%
7,596
-3,750
498
$443K 0.01%
10,793
499
$434K 0.01%
11,669
-200
500
$434K 0.01%
+26,070
18 19
20
21 22