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
576
$275K 0.01%
5,827
577
$273K 0.01%
10,044
578
$271K 0.01%
2,457
579
$271K 0.01%
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$271K 0.01%
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581
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2,103
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583
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76,151
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$270K 0.01%
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585
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6,000
586
$267K 0.01%
31,970
587
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18,469
588
$262K 0.01%
127,411
-137,715
589
$262K 0.01%
722
590
$262K 0.01%
5,141
591
$257K 0.01%
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592
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595
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$247K 0.01%
3,630
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$247K 0.01%
10,351
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600
$247K 0.01%
17,481
-400
22 23
24
25 26