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
651
$188K ﹤0.01%
2,189
+441
652
$188K ﹤0.01%
11,448
653
$187K ﹤0.01%
875
654
$184K ﹤0.01%
1,137
+1,000
655
$184K ﹤0.01%
2,084
-307
656
$182K ﹤0.01%
3,675
-150
657
$182K ﹤0.01%
+25,000
658
$182K ﹤0.01%
5,900
659
$182K ﹤0.01%
1,475
660
$181K ﹤0.01%
+3,231
661
$180K ﹤0.01%
781
+48
662
$180K ﹤0.01%
2,077
+232
663
$178K ﹤0.01%
1,087
664
$177K ﹤0.01%
1,027
-200
665
$176K ﹤0.01%
13,188
-262
666
$176K ﹤0.01%
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667
$175K ﹤0.01%
2,000
668
$172K ﹤0.01%
3,013
-290
669
$172K ﹤0.01%
14,040
670
$171K ﹤0.01%
15,445
671
$170K ﹤0.01%
1,350
-56
672
$170K ﹤0.01%
1,297
673
$170K ﹤0.01%
2,688
-3
674
$168K ﹤0.01%
7,328
675
$166K ﹤0.01%
4,402
-523
25 26
27
28 29