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
776
$89.4K ﹤0.01%
2,117
777
$88.4K ﹤0.01%
1,904
-168
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300
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1,261
780
$87.9K ﹤0.01%
3,861
-69
781
$86.6K ﹤0.01%
+14,424
782
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$86.2K ﹤0.01%
10,740
-1,650
784
$85.6K ﹤0.01%
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6,100
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$81K ﹤0.01%
500
799
$80.9K ﹤0.01%
112
-35
800
$80.9K ﹤0.01%
2,082