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
776
$89.8K ﹤0.01%
3,068
-7,115
777
$89.5K ﹤0.01%
1,096
+3
778
$89.4K ﹤0.01%
2,117
779
$88.4K ﹤0.01%
952
-84
780
$88.4K ﹤0.01%
300
+12
781
$88.2K ﹤0.01%
1,261
782
$87.9K ﹤0.01%
3,861
-69
783
$86.6K ﹤0.01%
+14,424
784
$86.5K ﹤0.01%
1,212
+501
785
$86.2K ﹤0.01%
10,740
-1,650
786
$85.6K ﹤0.01%
11,000
787
$85.3K ﹤0.01%
700
788
$84.8K ﹤0.01%
7,396
789
$84.4K ﹤0.01%
6,100
790
$84.2K ﹤0.01%
1,107
-60
791
$83.4K ﹤0.01%
348
+1
792
$83.3K ﹤0.01%
3,446
793
$83K ﹤0.01%
2,800
-1,000
794
$82.5K ﹤0.01%
1,600
795
$82.5K ﹤0.01%
12,849
796
$82.5K ﹤0.01%
4,600
797
$81.4K ﹤0.01%
395
798
$81.1K ﹤0.01%
3,299
799
$81.1K ﹤0.01%
1,203
800
$81K ﹤0.01%
500
30 31
32
33 34