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
976
$35.9K ﹤0.01%
300
977
$35.8K ﹤0.01%
713
-561
978
$35.8K ﹤0.01%
214
979
$35.5K ﹤0.01%
+1,385
980
$35.4K ﹤0.01%
+326
981
$35.3K ﹤0.01%
2,125
982
$35.3K ﹤0.01%
2,750
983
$35K ﹤0.01%
348
984
$34.8K ﹤0.01%
310
985
$34.8K ﹤0.01%
100
986
$34.7K ﹤0.01%
140
-118
987
$34.6K ﹤0.01%
+1,509
988
$34.5K ﹤0.01%
+1,631
989
$34.3K ﹤0.01%
335
990
$34.1K ﹤0.01%
+1,576
991
$33.8K ﹤0.01%
+1,521
992
$33.8K ﹤0.01%
411
993
$33.7K ﹤0.01%
358
994
$33.7K ﹤0.01%
708
995
$33.7K ﹤0.01%
+1,452
996
$33.4K ﹤0.01%
+432
997
$33.3K ﹤0.01%
1,119
+39
998
$33.3K ﹤0.01%
10,000
999
$33.3K ﹤0.01%
3,000
1000
$33.2K ﹤0.01%
1,000
38 39
40
41 42