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
601
$247K 0.01%
10,351
-2,210
602
$247K 0.01%
17,481
-400
603
$247K 0.01%
632
-20
604
$247K 0.01%
60,000
+10,000
605
$246K 0.01%
13,000
+3,000
606
$245K 0.01%
+10,000
607
$244K 0.01%
2,525
-1,843
608
$241K 0.01%
10,000
609
$241K 0.01%
14,500
610
$238K 0.01%
915
611
$236K 0.01%
2,555
+830
612
$236K 0.01%
1,883
613
$235K 0.01%
2,334
614
$234K 0.01%
4,334
+211
615
$234K 0.01%
9,262
+400
616
$233K 0.01%
+22,510
617
$232K 0.01%
5,294
-62
618
$231K 0.01%
1,098
+935
619
$231K 0.01%
3,720
620
$231K 0.01%
2,058
-247
621
$228K 0.01%
3,159
622
$228K 0.01%
3,460
623
$228K 0.01%
5,800
+4,050
624
$226K 0.01%
825
625
$225K 0.01%
26,500
23 24
25
26 27