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
751
$107K ﹤0.01%
859
752
$106K ﹤0.01%
5,000
753
$105K ﹤0.01%
22,338
+5,000
754
$105K ﹤0.01%
3,544
755
$105K ﹤0.01%
4,297
756
$105K ﹤0.01%
1,593
757
$104K ﹤0.01%
14,050
-1,125
758
$104K ﹤0.01%
2,500
-477
759
$103K ﹤0.01%
199
760
$103K ﹤0.01%
2,272
-300
761
$103K ﹤0.01%
+20,000
762
$101K ﹤0.01%
2,619
+1,600
763
$100K ﹤0.01%
2,498
764
$98.4K ﹤0.01%
2,525
-900
765
$96.8K ﹤0.01%
925
-400
766
$96.3K ﹤0.01%
1,473
+382
767
$94.7K ﹤0.01%
2,995
768
$94K ﹤0.01%
+1,831
769
$93.7K ﹤0.01%
62
-1
770
$93.1K ﹤0.01%
970
771
$93K ﹤0.01%
600
772
$92.8K ﹤0.01%
7,000
-118
773
$92.4K ﹤0.01%
840
774
$91.4K ﹤0.01%
906
775
$91.1K ﹤0.01%
1,550
29 30
31
32 33