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
851
$62.1K ﹤0.01%
719
852
$62K ﹤0.01%
1,600
-500
853
$62K ﹤0.01%
1,085
854
$61.9K ﹤0.01%
426
-750
855
$61.8K ﹤0.01%
1,250
856
$61.5K ﹤0.01%
548
857
$61.4K ﹤0.01%
3,250
-300
858
$61.1K ﹤0.01%
864
859
$60.8K ﹤0.01%
+662
860
$60.1K ﹤0.01%
5,000
861
$59.9K ﹤0.01%
1,121
862
$59.2K ﹤0.01%
1,272
863
$59K ﹤0.01%
6,500
864
$58.4K ﹤0.01%
528
865
$58.4K ﹤0.01%
1,065
866
$58.3K ﹤0.01%
1,032
-323
867
$57.9K ﹤0.01%
5,650
868
$57.7K ﹤0.01%
899
869
$57.3K ﹤0.01%
641
+557
870
$57.2K ﹤0.01%
+1,246
871
$56.5K ﹤0.01%
707
872
$56.1K ﹤0.01%
617
+63
873
$55.8K ﹤0.01%
167
874
$55.8K ﹤0.01%
1,608
+25
875
$55.8K ﹤0.01%
500
33 34
35
36 37