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
526
$366K 0.01%
67,450
-1,500
527
$362K 0.01%
+14,388
528
$361K 0.01%
8,340
+40
529
$361K 0.01%
6,208
+1,423
530
$358K 0.01%
3,526
531
$356K 0.01%
4,137
-108
532
$353K 0.01%
13,996
-1,073
533
$353K 0.01%
23,587
534
$353K 0.01%
3,630
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535
$351K 0.01%
5,545
536
$351K 0.01%
5,015
537
$347K 0.01%
9,015
-207
538
$345K 0.01%
1,144
+1,121
539
$345K 0.01%
15,010
-89
540
$342K 0.01%
2,801
-62
541
$339K 0.01%
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542
$338K 0.01%
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543
$336K 0.01%
1,267
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544
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545
$333K 0.01%
403
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546
$330K 0.01%
7,845
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547
$329K 0.01%
2,810
-225
548
$329K 0.01%
5,758
-11,146
549
$327K 0.01%
6,069
550
$324K 0.01%
2,102
20 21
22
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