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
726
$128K ﹤0.01%
1,949
727
$127K ﹤0.01%
21,857
-4,451
728
$127K ﹤0.01%
6,500
729
$126K ﹤0.01%
1,334
730
$126K ﹤0.01%
202
731
$125K ﹤0.01%
+20,900
732
$124K ﹤0.01%
2,485
-85
733
$124K ﹤0.01%
990
+390
734
$123K ﹤0.01%
4,545
+3,744
735
$123K ﹤0.01%
3,155
-110
736
$117K ﹤0.01%
1,734
+4
737
$117K ﹤0.01%
4,508
-360
738
$117K ﹤0.01%
5,140
+30
739
$116K ﹤0.01%
7,200
+7,000
740
$116K ﹤0.01%
1,150
741
$116K ﹤0.01%
+1,923
742
$116K ﹤0.01%
+511
743
$114K ﹤0.01%
1,709
+195
744
$113K ﹤0.01%
1,311
+3
745
$112K ﹤0.01%
+8,001
746
$110K ﹤0.01%
1,000
747
$109K ﹤0.01%
4,072
748
$108K ﹤0.01%
2,300
-200
749
$107K ﹤0.01%
60,000
+10,000
750
$107K ﹤0.01%
+55,350
28 29
30
31 32