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
951
$38.7K ﹤0.01%
1,576
952
$38.7K ﹤0.01%
+1,000
953
$38.6K ﹤0.01%
400
954
$38.5K ﹤0.01%
664
-500
955
$38.4K ﹤0.01%
1,078
956
$38.4K ﹤0.01%
513
-60
957
$38.3K ﹤0.01%
915
-65
958
$38.3K ﹤0.01%
+950
959
$38.2K ﹤0.01%
902
960
$37.9K ﹤0.01%
100
961
$37.6K ﹤0.01%
744
962
$37.6K ﹤0.01%
1,853
+7
963
$37.3K ﹤0.01%
350
964
$37.2K ﹤0.01%
720
965
$37.2K ﹤0.01%
3,000
966
$37.1K ﹤0.01%
1,924
967
$37.1K ﹤0.01%
4,338
968
$37K ﹤0.01%
500
969
$36.8K ﹤0.01%
400
-200
970
$36.7K ﹤0.01%
225
+5
971
$36.7K ﹤0.01%
600
972
$36.6K ﹤0.01%
660
973
$36.3K ﹤0.01%
1,600
974
$36.2K ﹤0.01%
977
975
$36.2K ﹤0.01%
1,490
37 38
39
40 41