AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$5.97K ﹤0.01%
62
1302
$5.96K ﹤0.01%
+112
1303
$5.95K ﹤0.01%
1,579
1304
$5.66K ﹤0.01%
43
1305
$5.57K ﹤0.01%
+151
1306
$5.45K ﹤0.01%
85
1307
$5.44K ﹤0.01%
70
1308
$5.44K ﹤0.01%
710
1309
$5.38K ﹤0.01%
100
1310
$5.28K ﹤0.01%
20
-8
1311
$5.24K ﹤0.01%
40
1312
$5.22K ﹤0.01%
183
1313
$5.04K ﹤0.01%
+100
1314
$4.97K ﹤0.01%
1,332
1315
$4.95K ﹤0.01%
1,099
+410
1316
$4.94K ﹤0.01%
108
1317
$4.91K ﹤0.01%
319
1318
$4.9K ﹤0.01%
10,000
1319
$4.86K ﹤0.01%
+150
1320
$4.79K ﹤0.01%
66
1321
$4.79K ﹤0.01%
600
1322
$4.76K ﹤0.01%
95
1323
$4.75K ﹤0.01%
+39
1324
$4.75K ﹤0.01%
248
-94
1325
$4.75K ﹤0.01%
1,522