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
501
$430K 0.01%
38,879
502
$424K 0.01%
8,209
+133
503
$419K 0.01%
12,050
504
$418K 0.01%
91,013
505
$412K 0.01%
7,523
+1,193
506
$409K 0.01%
53,530
+52,959
507
$409K 0.01%
118,534
-44,489
508
$406K 0.01%
3,354
-540
509
$406K 0.01%
145,900
510
$405K 0.01%
12,822
-2,084
511
$405K 0.01%
2,285
512
$405K 0.01%
2,974
+153
513
$404K 0.01%
5,266
+453
514
$402K 0.01%
115,624
515
$395K 0.01%
1,545
+17
516
$393K 0.01%
3,351
+332
517
$387K 0.01%
11,746
-1,444
518
$383K 0.01%
4,979
+75
519
$382K 0.01%
1,699
520
$381K 0.01%
43,733
521
$378K 0.01%
24,552
522
$373K 0.01%
3,320
523
$371K 0.01%
4,574
+36
524
$369K 0.01%
882
+133
525
$367K 0.01%
36,656
19 20
21
22 23