AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$4.75K ﹤0.01%
+39
1327
$4.75K ﹤0.01%
1,522
1328
$4.75K ﹤0.01%
248
-94
1329
$4.74K ﹤0.01%
131
1330
$4.73K ﹤0.01%
+76
1331
$4.73K ﹤0.01%
45
-13
1332
$4.7K ﹤0.01%
68
1333
$4.69K ﹤0.01%
19,900
1334
$4.68K ﹤0.01%
54
-19
1335
$4.64K ﹤0.01%
23
1336
$4.64K ﹤0.01%
100
1337
$4.55K ﹤0.01%
62
-111
1338
$4.52K ﹤0.01%
137
1339
$4.51K ﹤0.01%
310
1340
$4.5K ﹤0.01%
1,050
1341
$4.48K ﹤0.01%
54
1342
$4.44K ﹤0.01%
486
1343
$4.43K ﹤0.01%
116
1344
$4.28K ﹤0.01%
1,000
1345
$4.25K ﹤0.01%
71,000
1346
$4.24K ﹤0.01%
+50
1347
$4.22K ﹤0.01%
+57
1348
$4.2K ﹤0.01%
149
1349
$4.17K ﹤0.01%
209
1350
$4.17K ﹤0.01%
48
52 53
54
55 56