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
1076
$23.6K ﹤0.01%
500
-300
1077
$23.1K ﹤0.01%
214
-18
1078
$23.1K ﹤0.01%
1,250
1079
$23K ﹤0.01%
600
1080
$22.9K ﹤0.01%
471
1081
$22.9K ﹤0.01%
385
1082
$22.9K ﹤0.01%
500
1083
$22.8K ﹤0.01%
+546
1084
$22.5K ﹤0.01%
400
1085
$22.5K ﹤0.01%
1,100
1086
$22.4K ﹤0.01%
+300
1087
$22.4K ﹤0.01%
624
1088
$22K ﹤0.01%
800
-64
1089
$21.9K ﹤0.01%
483
-508
1090
$21.8K ﹤0.01%
76
+33
1091
$21.7K ﹤0.01%
2,150
+900
1092
$21.7K ﹤0.01%
267
+110
1093
$21.6K ﹤0.01%
161
-206
1094
$21.5K ﹤0.01%
324
1095
$21.2K ﹤0.01%
1,075
-111,963
1096
$21.2K ﹤0.01%
400
1097
$21.2K ﹤0.01%
73
1098
$21.1K ﹤0.01%
500
1099
$21.1K ﹤0.01%
77
1100
$21.1K ﹤0.01%
1,000
42 43
44
45 46