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
751
$105K ﹤0.01%
22,338
+5,000
752
$105K ﹤0.01%
3,544
753
$105K ﹤0.01%
4,297
754
$105K ﹤0.01%
1,593
755
$104K ﹤0.01%
14,050
-1,125
756
$104K ﹤0.01%
2,500
-477
757
$103K ﹤0.01%
199
758
$103K ﹤0.01%
2,272
-300
759
$103K ﹤0.01%
+20,000
760
$101K ﹤0.01%
2,619
+1,600
761
$100K ﹤0.01%
2,498
762
$98.4K ﹤0.01%
2,525
-900
763
$96.8K ﹤0.01%
925
-400
764
$96.3K ﹤0.01%
1,473
+382
765
$94.7K ﹤0.01%
3,141
766
$94K ﹤0.01%
+1,831
767
$93.7K ﹤0.01%
62
-1
768
$93.1K ﹤0.01%
970
769
$93K ﹤0.01%
600
770
$92.8K ﹤0.01%
7,000
-118
771
$92.4K ﹤0.01%
840
772
$91.4K ﹤0.01%
906
773
$91.1K ﹤0.01%
1,550
774
$89.8K ﹤0.01%
3,068
-7,115
775
$89.5K ﹤0.01%
1,096
+3
29 30
31
32 33