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
551
$322K 0.01%
26,693
-350
552
$318K 0.01%
21,141
553
$318K 0.01%
6,154
+338
554
$317K 0.01%
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555
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5,933
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556
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1,357
557
$305K 0.01%
11,500
558
$305K 0.01%
+7,000
559
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8,325
-11,751
560
$299K 0.01%
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561
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1,748
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562
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860
563
$297K 0.01%
3,069
564
$297K 0.01%
14,565
565
$296K 0.01%
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-522,713
566
$293K 0.01%
10,000
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567
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570
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725
571
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14,314
572
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3,582
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573
$282K 0.01%
2,844
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574
$281K 0.01%
4,664
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575
$276K 0.01%
3,767
-216
21 22
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24 25