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
876
$54.5K ﹤0.01%
6,400
877
$54.2K ﹤0.01%
1,091
878
$54.1K ﹤0.01%
740
+33
879
$53.1K ﹤0.01%
761
+2
880
$52.9K ﹤0.01%
625
-50
881
$52.7K ﹤0.01%
380
882
$52.6K ﹤0.01%
+1,300
883
$52K ﹤0.01%
2,304
884
$52K ﹤0.01%
+200
885
$51.9K ﹤0.01%
880
-460
886
$51.9K ﹤0.01%
452
887
$51.9K ﹤0.01%
2,000
888
$51.6K ﹤0.01%
960
889
$51.6K ﹤0.01%
16
-2
890
$51K ﹤0.01%
2,775
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891
$50.6K ﹤0.01%
2,415
892
$50.3K ﹤0.01%
500
893
$50.2K ﹤0.01%
530
894
$50.2K ﹤0.01%
692
895
$50K ﹤0.01%
705
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896
$49.9K ﹤0.01%
896
-108
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$49.7K ﹤0.01%
+400
898
$49.3K ﹤0.01%
2,076
899
$49.2K ﹤0.01%
425
-100
900
$49.1K ﹤0.01%
1,889
+2
34 35
36
37 38