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
1126
$18.1K ﹤0.01%
959
1127
$18K ﹤0.01%
350
1128
$17.8K ﹤0.01%
4,000
1129
$17.8K ﹤0.01%
590
1130
$17.4K ﹤0.01%
485
+87
1131
$17.4K ﹤0.01%
300
1132
$17.4K ﹤0.01%
366
1133
$17.3K ﹤0.01%
80
-161
1134
$17.2K ﹤0.01%
51
1135
$17K ﹤0.01%
+200
1136
$16.9K ﹤0.01%
200
1137
$16.6K ﹤0.01%
300
1138
$16.6K ﹤0.01%
410
1139
$16.5K ﹤0.01%
+500
1140
$16.3K ﹤0.01%
82
-600
1141
$16.2K ﹤0.01%
478
1142
$16.2K ﹤0.01%
2
1143
$16.2K ﹤0.01%
+82
1144
$16.1K ﹤0.01%
+2,190
1145
$16K ﹤0.01%
1,000
1146
$16K ﹤0.01%
1,000
1147
$15.9K ﹤0.01%
1,350
1148
$15.8K ﹤0.01%
150
1149
$15.7K ﹤0.01%
1,854
1150
$15.6K ﹤0.01%
366