AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$127K ﹤0.01%
6,500
727
$126K ﹤0.01%
1,334
728
$126K ﹤0.01%
202
729
$125K ﹤0.01%
+20,900
730
$124K ﹤0.01%
2,485
-85
731
$124K ﹤0.01%
990
+390
732
$123K ﹤0.01%
4,545
+3,744
733
$123K ﹤0.01%
3,155
-110
734
$117K ﹤0.01%
1,734
+4
735
$117K ﹤0.01%
4,508
-360
736
$117K ﹤0.01%
5,140
+30
737
$116K ﹤0.01%
7,200
+7,000
738
$116K ﹤0.01%
1,150
739
$116K ﹤0.01%
+1,923
740
$116K ﹤0.01%
+511
741
$114K ﹤0.01%
1,709
+195
742
$113K ﹤0.01%
1,311
+3
743
$112K ﹤0.01%
+8,001
744
$110K ﹤0.01%
1,000
745
$109K ﹤0.01%
4,072
746
$108K ﹤0.01%
2,300
-200
747
$107K ﹤0.01%
60,000
+10,000
748
$107K ﹤0.01%
+55,350
749
$107K ﹤0.01%
859
750
$106K ﹤0.01%
5,000
28 29
30
31 32