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
1026
$29.7K ﹤0.01%
318
1027
$29.7K ﹤0.01%
1,016
-254
1028
$29.6K ﹤0.01%
224
-221
1029
$29.4K ﹤0.01%
500
1030
$29.3K ﹤0.01%
1,245
1031
$29.1K ﹤0.01%
115
1032
$29.1K ﹤0.01%
249
-2
1033
$29.1K ﹤0.01%
398
1034
$29.1K ﹤0.01%
135
-25
1035
$28.7K ﹤0.01%
446
1036
$28.7K ﹤0.01%
174
1037
$28.6K ﹤0.01%
5,000
+3,500
1038
$28.5K ﹤0.01%
1,035
1039
$28.4K ﹤0.01%
568,552
1040
$28.4K ﹤0.01%
420
1041
$27.7K ﹤0.01%
460
-34,937
1042
$27.5K ﹤0.01%
+231
1043
$27.4K ﹤0.01%
142
1044
$27.2K ﹤0.01%
333
1045
$27.1K ﹤0.01%
1,539
1046
$27K ﹤0.01%
103
-95
1047
$26.8K ﹤0.01%
2,613
1048
$26.6K ﹤0.01%
20
1049
$26.5K ﹤0.01%
430
1050
$26.5K ﹤0.01%
1,495
40 41
42
43 44