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
1226
$9.63K ﹤0.01%
400
1227
$9.59K ﹤0.01%
322
1228
$9.53K ﹤0.01%
+64
1229
$9.53K ﹤0.01%
300
1230
$9.51K ﹤0.01%
1,000
1231
$9.46K ﹤0.01%
+58
1232
$9.45K ﹤0.01%
+538
1233
$9.37K ﹤0.01%
200
1234
$9.37K ﹤0.01%
+67
1235
$9.29K ﹤0.01%
1,786
1236
$9.2K ﹤0.01%
609
1237
$9.16K ﹤0.01%
102
1238
$9.15K ﹤0.01%
70
-133
1239
$9.15K ﹤0.01%
318
1240
$9.09K ﹤0.01%
74
1241
$9.07K ﹤0.01%
21
1242
$9.04K ﹤0.01%
200
1243
$9K ﹤0.01%
232
1244
$8.96K ﹤0.01%
+441
1245
$8.94K ﹤0.01%
150
1246
$8.84K ﹤0.01%
+160
1247
$8.77K ﹤0.01%
80
-200
1248
$8.72K ﹤0.01%
29
1249
$8.68K ﹤0.01%
206
1250
$8.65K ﹤0.01%
3,015
48 49
50
51 52