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
626
$220K 0.01%
7,121
+73
627
$220K 0.01%
11,442
628
$219K 0.01%
1,360
-386
629
$218K ﹤0.01%
1,921
+1
630
$216K ﹤0.01%
+50,000
631
$214K ﹤0.01%
220
+43
632
$212K ﹤0.01%
+665
633
$211K ﹤0.01%
207
634
$210K ﹤0.01%
3,131
+2
635
$208K ﹤0.01%
4,400
636
$208K ﹤0.01%
5,722
-3,571
637
$207K ﹤0.01%
29,387
638
$205K ﹤0.01%
4,010
+209
639
$202K ﹤0.01%
+36,260
640
$198K ﹤0.01%
+10,000
641
$196K ﹤0.01%
1,428
642
$196K ﹤0.01%
349
643
$196K ﹤0.01%
1,580
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644
$195K ﹤0.01%
3,405
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$194K ﹤0.01%
8,656
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646
$194K ﹤0.01%
933
647
$194K ﹤0.01%
3,336
648
$192K ﹤0.01%
1,238
+1,220
649
$191K ﹤0.01%
3,900
650
$189K ﹤0.01%
78,525
24 25
26
27 28