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
926
$43K ﹤0.01%
2,280
927
$42.6K ﹤0.01%
416
-344
928
$42.5K ﹤0.01%
218
929
$42.1K ﹤0.01%
538
930
$41.9K ﹤0.01%
638
-319
931
$41.8K ﹤0.01%
4,298
932
$41.2K ﹤0.01%
7,400
-1,000
933
$41.2K ﹤0.01%
142
+42
934
$41.1K ﹤0.01%
+785
935
$41K ﹤0.01%
1,450
936
$40.8K ﹤0.01%
435
937
$40.8K ﹤0.01%
300
938
$40.6K ﹤0.01%
944
+56
939
$40.4K ﹤0.01%
667
940
$40.4K ﹤0.01%
2,220
-476
941
$40.4K ﹤0.01%
1,600
-1,766
942
$40.2K ﹤0.01%
102
943
$40.1K ﹤0.01%
150
944
$40K ﹤0.01%
844
945
$39.4K ﹤0.01%
5,400
-267
946
$39.4K ﹤0.01%
330
947
$39.3K ﹤0.01%
434
-21
948
$39.3K ﹤0.01%
500
949
$39.2K ﹤0.01%
3,199
950
$38.8K ﹤0.01%
400
36 37
38
39 40