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
551
$324K 0.01%
5,571
+1
552
$324K 0.01%
209,503
-1,192
553
$322K 0.01%
25,500
-334
554
$318K 0.01%
21,141
555
$318K 0.01%
6,154
+338
556
$317K 0.01%
+3,356
557
$317K 0.01%
5,933
+500
558
$309K 0.01%
1,357
559
$305K 0.01%
11,500
560
$305K 0.01%
+7,000
561
$299K 0.01%
8,325
-11,751
562
$299K 0.01%
1,181
-205
563
$298K 0.01%
1,748
-211
564
$298K 0.01%
860
565
$297K 0.01%
3,069
566
$297K 0.01%
14,565
567
$296K 0.01%
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568
$293K 0.01%
10,000
+5,926
569
$293K 0.01%
9,917
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570
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+6,296
571
$288K 0.01%
24,783
572
$288K 0.01%
725
573
$287K 0.01%
14,314
574
$283K 0.01%
3,582
-945
575
$282K 0.01%
2,844
+1
21 22
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24 25