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
851
$62K ﹤0.01%
1,085
852
$61.9K ﹤0.01%
426
-750
853
$61.8K ﹤0.01%
1,250
854
$61.5K ﹤0.01%
548
855
$61.4K ﹤0.01%
3,250
-300
856
$61.1K ﹤0.01%
864
857
$60.8K ﹤0.01%
+662
858
$60.1K ﹤0.01%
5,000
859
$59.9K ﹤0.01%
1,121
860
$59.2K ﹤0.01%
1,272
861
$59K ﹤0.01%
6,500
862
$58.4K ﹤0.01%
528
863
$58.4K ﹤0.01%
1,065
864
$58.3K ﹤0.01%
1,032
-323
865
$57.9K ﹤0.01%
5,650
866
$57.7K ﹤0.01%
899
867
$57.3K ﹤0.01%
641
+557
868
$57.2K ﹤0.01%
+1,246
869
$56.5K ﹤0.01%
707
870
$56.1K ﹤0.01%
617
+63
871
$55.8K ﹤0.01%
167
872
$55.8K ﹤0.01%
1,608
+25
873
$55.8K ﹤0.01%
500
874
$55.5K ﹤0.01%
1,850
875
$54.7K ﹤0.01%
450
33 34
35
36 37