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
1301
$6.23K ﹤0.01%
+350
1302
$6.17K ﹤0.01%
648
1303
$6.08K ﹤0.01%
100
-100
1304
$5.97K ﹤0.01%
62
1305
$5.96K ﹤0.01%
+112
1306
$5.95K ﹤0.01%
1,579
1307
$5.66K ﹤0.01%
43
1308
$5.57K ﹤0.01%
+151
1309
$5.45K ﹤0.01%
85
1310
$5.44K ﹤0.01%
70
1311
$5.44K ﹤0.01%
710
1312
$5.38K ﹤0.01%
100
1313
$5.28K ﹤0.01%
20
-8
1314
$5.24K ﹤0.01%
40
1315
$5.22K ﹤0.01%
183
1316
$5.04K ﹤0.01%
+100
1317
$4.97K ﹤0.01%
1,332
1318
$4.95K ﹤0.01%
1,099
+410
1319
$4.94K ﹤0.01%
108
1320
$4.91K ﹤0.01%
319
1321
$4.9K ﹤0.01%
10,000
1322
$4.86K ﹤0.01%
+150
1323
$4.79K ﹤0.01%
66
1324
$4.79K ﹤0.01%
600
1325
$4.76K ﹤0.01%
95
51 52
53
54 55