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
676
$168K ﹤0.01%
7,328
677
$166K ﹤0.01%
4,402
-523
678
$165K ﹤0.01%
23,026
679
$164K ﹤0.01%
6,680
+2,240
680
$164K ﹤0.01%
1,901
681
$162K ﹤0.01%
30,000
682
$162K ﹤0.01%
2,534
683
$160K ﹤0.01%
1,137
684
$159K ﹤0.01%
6,937
685
$159K ﹤0.01%
1,042
686
$158K ﹤0.01%
2,025
-450
687
$157K ﹤0.01%
1,793
+43
688
$156K ﹤0.01%
3,950
-408
689
$155K ﹤0.01%
599
-123
690
$154K ﹤0.01%
1,330
691
$154K ﹤0.01%
9,800
+7,665
692
$153K ﹤0.01%
1,721
+2
693
$152K ﹤0.01%
1,665
694
$151K ﹤0.01%
1,050
695
$150K ﹤0.01%
1,970
+54
696
$150K ﹤0.01%
3,508
697
$150K ﹤0.01%
2,024
698
$149K ﹤0.01%
155
699
$149K ﹤0.01%
12,227
700
$148K ﹤0.01%
10,993
26 27
28
29 30