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
801
$80K ﹤0.01%
339
+149
802
$78.7K ﹤0.01%
1,152
+518
803
$78.5K ﹤0.01%
1,202
-464
804
$78.2K ﹤0.01%
1,969
805
$78.2K ﹤0.01%
1,239
806
$77.8K ﹤0.01%
1,350
-100
807
$77.1K ﹤0.01%
346
-16
808
$77K ﹤0.01%
5,000
809
$76.6K ﹤0.01%
900
-4
810
$76.1K ﹤0.01%
828
-56
811
$75.8K ﹤0.01%
4,451
812
$75.2K ﹤0.01%
280
813
$73.5K ﹤0.01%
3,400
814
$72.8K ﹤0.01%
6,100
815
$72.8K ﹤0.01%
1,534
+19
816
$72.6K ﹤0.01%
175
817
$71.7K ﹤0.01%
328
818
$71.6K ﹤0.01%
168
-64
819
$71.5K ﹤0.01%
50,000
820
$71.2K ﹤0.01%
822
+2
821
$70.6K ﹤0.01%
439
-200
822
$70.1K ﹤0.01%
2,769
823
$70.1K ﹤0.01%
1,464
-8
824
$69.6K ﹤0.01%
300
825
$69.1K ﹤0.01%
1,123
+689
31 32
33
34 35