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
1276
$7.5K ﹤0.01%
251
1277
$7.44K ﹤0.01%
200
1278
$7.43K ﹤0.01%
+211
1279
$7.35K ﹤0.01%
+106
1280
$7.27K ﹤0.01%
143
1281
$7.21K ﹤0.01%
257
-200
1282
$7.18K ﹤0.01%
+119
1283
$7.17K ﹤0.01%
182
-699
1284
$7.15K ﹤0.01%
+48
1285
$7.14K ﹤0.01%
+2,000
1286
$7.08K ﹤0.01%
200
1287
$7.07K ﹤0.01%
85
1288
$7.06K ﹤0.01%
460
+360
1289
$7.03K ﹤0.01%
+27
1290
$7.01K ﹤0.01%
330
1291
$6.98K ﹤0.01%
+512
1292
$6.92K ﹤0.01%
312
1293
$6.89K ﹤0.01%
+54
1294
$6.78K ﹤0.01%
108
1295
$6.72K ﹤0.01%
20
1296
$6.7K ﹤0.01%
+1,000
1297
$6.43K ﹤0.01%
642
1298
$6.35K ﹤0.01%
500
1299
$6.27K ﹤0.01%
125
-171
1300
$6.24K ﹤0.01%
550