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
1101
$20.9K ﹤0.01%
800
1102
$20.6K ﹤0.01%
101
+30
1103
$20.5K ﹤0.01%
59
-11
1104
$20.3K ﹤0.01%
352
1105
$20.1K ﹤0.01%
450
1106
$19.9K ﹤0.01%
+75
1107
$19.8K ﹤0.01%
2,207
1108
$19.7K ﹤0.01%
177
1109
$19.5K ﹤0.01%
235
+25
1110
$19.5K ﹤0.01%
625
+175
1111
$19.5K ﹤0.01%
1,553
1112
$19.3K ﹤0.01%
2,000
1113
$19.3K ﹤0.01%
220
1114
$19.3K ﹤0.01%
+6
1115
$19.2K ﹤0.01%
1,400
1116
$19.1K ﹤0.01%
200
1117
$19K ﹤0.01%
200
1118
$19K ﹤0.01%
365
+265
1119
$18.8K ﹤0.01%
400
1120
$18.7K ﹤0.01%
379
-62
1121
$18.2K ﹤0.01%
155
+54
1122
$18.2K ﹤0.01%
138
1123
$18.1K ﹤0.01%
110
+100
1124
$18.1K ﹤0.01%
+320
1125
$18.1K ﹤0.01%
1,000