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
576
$281K 0.01%
4,664
+43
577
$276K 0.01%
3,767
-216
578
$275K 0.01%
5,827
579
$273K 0.01%
10,044
580
$271K 0.01%
2,457
581
$271K 0.01%
582,407
582
$271K 0.01%
1,904
+1,076
583
$270K 0.01%
928
+585
584
$270K 0.01%
2,103
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585
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76,151
+408
586
$270K 0.01%
38,500
587
$268K 0.01%
6,000
588
$267K 0.01%
31,970
589
$267K 0.01%
18,469
590
$262K 0.01%
127,411
-137,715
591
$262K 0.01%
722
592
$262K 0.01%
5,141
593
$257K 0.01%
1,079
+234
594
$256K 0.01%
13,634
-65
595
$253K 0.01%
991
596
$253K 0.01%
1,715
-200
597
$250K 0.01%
+22,400
598
$249K 0.01%
7,731
-366
599
$248K 0.01%
5,715
-166
600
$247K 0.01%
3,630
+650
22 23
24
25 26