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
1176
$13.1K ﹤0.01%
320
1177
$13.1K ﹤0.01%
+221
1178
$13.1K ﹤0.01%
+1,640
1179
$13K ﹤0.01%
156
1180
$12.9K ﹤0.01%
134
+14
1181
$12.8K ﹤0.01%
514
1182
$12.6K ﹤0.01%
239
1183
$12.5K ﹤0.01%
89
1184
$12.4K ﹤0.01%
375
1185
$12.3K ﹤0.01%
+155
1186
$12.3K ﹤0.01%
+80
1187
$12.1K ﹤0.01%
223
1188
$12.1K ﹤0.01%
125
1189
$12.1K ﹤0.01%
+3,180
1190
$12K ﹤0.01%
250
1191
$12K ﹤0.01%
120
1192
$11.9K ﹤0.01%
+251
1193
$11.8K ﹤0.01%
215
1194
$11.8K ﹤0.01%
176
1195
$11.7K ﹤0.01%
48
+20
1196
$11.7K ﹤0.01%
121
1197
$11.7K ﹤0.01%
750
1198
$11.7K ﹤0.01%
1,000
1199
$11.6K ﹤0.01%
293
1200
$11.6K ﹤0.01%
346