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
526
$361K 0.01%
8,340
+40
527
$361K 0.01%
6,208
+1,423
528
$358K 0.01%
3,526
529
$356K 0.01%
4,137
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530
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13,996
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531
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23,587
532
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3,630
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533
$351K 0.01%
5,545
534
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5,015
535
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-207
536
$345K 0.01%
1,144
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537
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15,010
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538
$342K 0.01%
2,801
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539
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540
$338K 0.01%
1,238
541
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1,267
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542
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545
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547
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6,069
548
$324K 0.01%
2,102
549
$324K 0.01%
5,571
+1
550
$324K 0.01%
209,503
-1,192
20 21
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