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
1151
$15.6K ﹤0.01%
750
1152
$15.5K ﹤0.01%
290
1153
$15.4K ﹤0.01%
2,500
1154
$15.2K ﹤0.01%
200
1155
$15.2K ﹤0.01%
97
1156
$15.1K ﹤0.01%
174
1157
$14.9K ﹤0.01%
1,000
1158
$14.9K ﹤0.01%
108
1159
$14.8K ﹤0.01%
450
-150
1160
$14.7K ﹤0.01%
249
+228
1161
$14.7K ﹤0.01%
111
+1
1162
$14.7K ﹤0.01%
54
1163
$14.5K ﹤0.01%
300
1164
$14.4K ﹤0.01%
34
1165
$14.4K ﹤0.01%
185
1166
$14.3K ﹤0.01%
750
1167
$14K ﹤0.01%
1,419
1168
$14K ﹤0.01%
176
1169
$13.9K ﹤0.01%
77
1170
$13.6K ﹤0.01%
209
1171
$13.5K ﹤0.01%
600
1172
$13.5K ﹤0.01%
800
1173
$13.4K ﹤0.01%
101
1174
$13.4K ﹤0.01%
+301
1175
$13.2K ﹤0.01%
127