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
$777M
AUM Growth
-$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.42M
3
+$3.4M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.18M
5
KHC icon
Kraft Heinz
KHC
+$3.13M

Top Sells

1
+$8.97M
2
+$5.41M
3
+$3.5M
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$3.16M
5
TPCO
Tribune Publishing Company Common Stock
TPCO
+$2.54M

Sector Composition

1 Financials 12.61%
2 Technology 8.45%
3 Industrials 8.34%
4 Consumer Discretionary 6.62%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.07M 0.39%
116,337
-27,762
77
$2.97M 0.38%
83,504
+31,073
78
$2.97M 0.38%
39,936
-119
79
$2.91M 0.37%
15,099
+99
80
$2.88M 0.37%
41,879
+1,200
81
$2.78M 0.36%
65,609
-1,190
82
$2.68M 0.35%
27,221
-361
83
$2.56M 0.33%
119,236
+107,236
84
$2.56M 0.33%
104,941
+38,102
85
$2.55M 0.33%
118,440
-100
86
$2.55M 0.33%
+40,303
87
$2.51M 0.32%
+14,963
88
$2.33M 0.3%
23,012
-1,629
89
$2.32M 0.3%
68,899
+1,721
90
$2.28M 0.29%
62,400
91
$2.28M 0.29%
76,286
+20,923
92
$2.28M 0.29%
43,702
+4,078
93
$2.26M 0.29%
133,770
-1,569
94
$2.25M 0.29%
46,761
-2,689
95
$2.24M 0.29%
46,748
-1,670
96
$2.2M 0.28%
11,501
-200
97
$2.19M 0.28%
99,509
+32,830
98
$2.17M 0.28%
40,400
+14
99
$2.17M 0.28%
47,288
100
$2.15M 0.28%
98,896
-656
2 3
4
5 6