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
701
$148K ﹤0.01%
1,387
-68
702
$148K ﹤0.01%
1,877
703
$147K ﹤0.01%
2,410
+200
704
$147K ﹤0.01%
2,190
-115
705
$146K ﹤0.01%
1,629
+71
706
$146K ﹤0.01%
5,597
707
$146K ﹤0.01%
1,092
708
$145K ﹤0.01%
5,500
709
$142K ﹤0.01%
526
+100
710
$142K ﹤0.01%
1,498
+9
711
$142K ﹤0.01%
1,075
+12
712
$141K ﹤0.01%
2,499
+119
713
$141K ﹤0.01%
2,170
-77
714
$138K ﹤0.01%
4,811
+2,000
715
$137K ﹤0.01%
1,152
+11
716
$137K ﹤0.01%
1,148
-750
717
$135K ﹤0.01%
+1,940
718
$133K ﹤0.01%
1,970
+585
719
$133K ﹤0.01%
10,000
720
$131K ﹤0.01%
+27,671
721
$130K ﹤0.01%
3,500
722
$130K ﹤0.01%
1,700
723
$130K ﹤0.01%
1,031
+2
724
$130K ﹤0.01%
2,634
+1,016
725
$129K ﹤0.01%
1,250
27 28
29
30 31