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
876
$55.5K ﹤0.01%
1,850
877
$54.7K ﹤0.01%
450
878
$54.5K ﹤0.01%
6,400
879
$54.2K ﹤0.01%
1,091
880
$54.1K ﹤0.01%
740
+33
881
$53.1K ﹤0.01%
761
+2
882
$52.9K ﹤0.01%
625
-50
883
$52.7K ﹤0.01%
380
884
$52.6K ﹤0.01%
+1,300
885
$52K ﹤0.01%
2,304
886
$52K ﹤0.01%
+200
887
$51.9K ﹤0.01%
880
-460
888
$51.9K ﹤0.01%
452
889
$51.9K ﹤0.01%
2,000
890
$51.6K ﹤0.01%
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891
$51.6K ﹤0.01%
16
-2
892
$51K ﹤0.01%
2,775
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893
$50.6K ﹤0.01%
2,415
894
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500
895
$50.2K ﹤0.01%
530
896
$50.2K ﹤0.01%
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897
$50K ﹤0.01%
705
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898
$49.9K ﹤0.01%
896
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899
$49.7K ﹤0.01%
+400
900
$49.3K ﹤0.01%
2,076
34 35
36
37 38