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
$777M
AUM Growth
-$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.42M
3
+$3.4M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.18M
5
KHC icon
Kraft Heinz
KHC
+$3.13M

Top Sells

1
+$8.97M
2
+$5.41M
3
+$3.5M
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$3.16M
5
TPCO
Tribune Publishing Company Common Stock
TPCO
+$2.54M

Sector Composition

1 Financials 12.61%
2 Technology 8.45%
3 Industrials 8.34%
4 Consumer Discretionary 6.62%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.48%
735,700
52
$3.71M 0.48%
169,716
-6,654
53
$3.71M 0.48%
68,188
-825
54
$3.67M 0.47%
141,877
-30,441
55
$3.55M 0.46%
255,619
-12,000
56
$3.54M 0.46%
61,471
+21
57
$3.54M 0.46%
353,501
-47,043
58
$3.51M 0.45%
25,300
+12,650
59
$3.5M 0.45%
38,767
+1,469
60
$3.41M 0.44%
42,473
+2,865
61
$3.41M 0.44%
36,138
+713
62
$3.4M 0.44%
+14,800
63
$3.38M 0.43%
28,479
+15
64
$3.36M 0.43%
128,124
-11,614
65
$3.34M 0.43%
62,225
+16,810
66
$3.33M 0.43%
73,531
-5,194
67
$3.28M 0.42%
195,676
-29,550
68
$3.21M 0.41%
187,667
-16,439
69
$3.18M 0.41%
32,251
+8,953
70
$3.18M 0.41%
+100,950
71
$3.14M 0.4%
164,756
+36,819
72
$3.13M 0.4%
+44,403
73
$3.11M 0.4%
2,442
+134
74
$3.1M 0.4%
79,993
+10
75
$3.08M 0.4%
57,833
+22,713
1 2
3
4 5