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
651
$191K ﹤0.01%
3,900
652
$189K ﹤0.01%
78,525
653
$188K ﹤0.01%
2,189
+441
654
$188K ﹤0.01%
11,448
655
$187K ﹤0.01%
875
656
$184K ﹤0.01%
1,137
+1,000
657
$184K ﹤0.01%
2,084
-307
658
$182K ﹤0.01%
3,675
-150
659
$182K ﹤0.01%
+25,000
660
$182K ﹤0.01%
5,900
661
$182K ﹤0.01%
1,475
662
$181K ﹤0.01%
+3,231
663
$180K ﹤0.01%
781
+48
664
$180K ﹤0.01%
2,077
+232
665
$178K ﹤0.01%
1,087
666
$177K ﹤0.01%
1,027
-200
667
$176K ﹤0.01%
13,188
-262
668
$176K ﹤0.01%
7,382
669
$175K ﹤0.01%
2,000
670
$172K ﹤0.01%
3,013
-290
671
$172K ﹤0.01%
14,040
672
$171K ﹤0.01%
15,445
673
$170K ﹤0.01%
1,350
-56
674
$170K ﹤0.01%
1,297
675
$170K ﹤0.01%
2,688
-3
25 26
27
28 29