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
1051
$26.5K ﹤0.01%
283
1052
$26.3K ﹤0.01%
419
-450
1053
$26.2K ﹤0.01%
2,201
+22
1054
$25.8K ﹤0.01%
672
+6
1055
$25.8K ﹤0.01%
400
-100
1056
$25.6K ﹤0.01%
1,102
1057
$25.5K ﹤0.01%
297
1058
$25.3K ﹤0.01%
4,000
1059
$25.2K ﹤0.01%
400
1060
$25.2K ﹤0.01%
1,636
1061
$25.2K ﹤0.01%
100
1062
$25.1K ﹤0.01%
236
1063
$25.1K ﹤0.01%
1,368
1064
$25K ﹤0.01%
1,050
1065
$25K ﹤0.01%
62
1066
$25K ﹤0.01%
1,051
1067
$24.9K ﹤0.01%
2,577
+43
1068
$24.8K ﹤0.01%
550
1069
$24.8K ﹤0.01%
299
+199
1070
$24K ﹤0.01%
500
1071
$24K ﹤0.01%
+514
1072
$23.7K ﹤0.01%
231
+182
1073
$23.7K ﹤0.01%
220
1074
$23.6K ﹤0.01%
409
1075
$23.6K ﹤0.01%
943