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
501
$419K 0.01%
12,050
502
$418K 0.01%
91,013
503
$412K 0.01%
7,523
+1,193
504
$409K 0.01%
53,530
+52,959
505
$409K 0.01%
118,534
-44,489
506
$406K 0.01%
3,354
-540
507
$406K 0.01%
145,900
508
$405K 0.01%
12,822
-2,084
509
$405K 0.01%
2,285
510
$405K 0.01%
2,974
+153
511
$404K 0.01%
12,586
+1,083
512
$402K 0.01%
115,624
513
$395K 0.01%
1,545
+17
514
$393K 0.01%
3,351
+332
515
$387K 0.01%
11,746
-1,444
516
$383K 0.01%
4,979
+75
517
$382K 0.01%
1,699
518
$381K 0.01%
43,733
519
$378K 0.01%
24,552
520
$373K 0.01%
3,320
521
$371K 0.01%
4,574
+36
522
$369K 0.01%
882
+133
523
$367K 0.01%
36,656
524
$366K 0.01%
67,450
-1,500
525
$362K 0.01%
+14,388
19 20
21
22 23