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
1201
$11.4K ﹤0.01%
112
1202
$11.3K ﹤0.01%
27
1203
$11.1K ﹤0.01%
220
1204
$11.1K ﹤0.01%
1,330
1205
$11K ﹤0.01%
7,060
1206
$11K ﹤0.01%
219
+17
1207
$10.9K ﹤0.01%
+500
1208
$10.8K ﹤0.01%
+68
1209
$10.8K ﹤0.01%
59
1210
$10.8K ﹤0.01%
200
1211
$10.8K ﹤0.01%
152
1212
$10.7K ﹤0.01%
+290
1213
$10.6K ﹤0.01%
650
+400
1214
$10.3K ﹤0.01%
+337
1215
$10.2K ﹤0.01%
361
1216
$10.2K ﹤0.01%
345
-199
1217
$10.1K ﹤0.01%
500
1218
$10.1K ﹤0.01%
200
-200
1219
$9.86K ﹤0.01%
136
1220
$9.84K ﹤0.01%
77
1221
$9.78K ﹤0.01%
+73
1222
$9.77K ﹤0.01%
250
1223
$9.75K ﹤0.01%
150
1224
$9.72K ﹤0.01%
1,500
1225
$9.67K ﹤0.01%
41
+36
47 48
49
50 51