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
51
$15.8M 0.36%
842,109
-146,424
52
$15.8M 0.36%
79,863
+16,711
53
$15.8M 0.36%
86,356
+1,910
54
$15.6M 0.35%
173,250
+43,234
55
$15.5M 0.35%
67,036
-6,807
56
$15.4M 0.35%
351,831
+156,032
57
$15.3M 0.35%
199,521
+1,635
58
$15.3M 0.35%
79,802
+3,247
59
$15.1M 0.34%
31,458
+120
60
$15.1M 0.34%
575,192
-49,140
61
$14.7M 0.33%
20,090
-180
62
$14.3M 0.32%
81,464
+817
63
$14.1M 0.32%
104,370
-1,700
64
$13.8M 0.31%
91,751
-2,042
65
$13.6M 0.31%
318,289
+7,849
66
$13.5M 0.31%
221,813
+4,788
67
$12.9M 0.29%
283,655
-6,420
68
$12.8M 0.29%
73,034
+3
69
$12.5M 0.28%
167,871
+9,091
70
$12.5M 0.28%
127,716
-697
71
$11.9M 0.27%
170,781
-95,840
72
$11.4M 0.26%
512,233
+72,978
73
$11.4M 0.26%
62,272
+4,725
74
$10.8M 0.24%
97,486
+15,537
75
$10.8M 0.24%
549,825
+2,555
1 2
3
4 5