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
951
$38.6K ﹤0.01%
400
952
$38.5K ﹤0.01%
664
-500
953
$38.4K ﹤0.01%
1,078
954
$38.4K ﹤0.01%
513
-60
955
$38.3K ﹤0.01%
915
-65
956
$38.3K ﹤0.01%
+950
957
$38.2K ﹤0.01%
902
958
$37.9K ﹤0.01%
100
959
$37.6K ﹤0.01%
744
960
$37.6K ﹤0.01%
1,853
+7
961
$37.3K ﹤0.01%
350
962
$37.2K ﹤0.01%
720
963
$37.2K ﹤0.01%
3,000
964
$37.1K ﹤0.01%
1,924
965
$37.1K ﹤0.01%
4,338
966
$37K ﹤0.01%
500
967
$36.8K ﹤0.01%
400
-200
968
$36.7K ﹤0.01%
225
+5
969
$36.7K ﹤0.01%
600
970
$36.6K ﹤0.01%
660
971
$36.3K ﹤0.01%
1,600
972
$36.2K ﹤0.01%
977
973
$36.2K ﹤0.01%
1,490
974
$35.9K ﹤0.01%
300
975
$35.8K ﹤0.01%
713
-561
37 38
39
40 41