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
1351
$4.12K ﹤0.01%
+42
1352
$4.11K ﹤0.01%
96
1353
$4.09K ﹤0.01%
+34
1354
$4.07K ﹤0.01%
47
+35
1355
$4.04K ﹤0.01%
+38
1356
$4.03K ﹤0.01%
49
-134,260
1357
$3.9K ﹤0.01%
100
1358
$3.9K ﹤0.01%
20
1359
$3.89K ﹤0.01%
300
1360
$3.83K ﹤0.01%
25
1361
$3.82K ﹤0.01%
100
-3,200
1362
$3.78K ﹤0.01%
100
1363
$3.73K ﹤0.01%
107
1364
$3.73K ﹤0.01%
+300
1365
$3.7K ﹤0.01%
+243
1366
$3.7K ﹤0.01%
200
1367
$3.67K ﹤0.01%
+241
1368
$3.65K ﹤0.01%
+124
1369
$3.63K ﹤0.01%
30
1370
$3.51K ﹤0.01%
125
1371
$3.5K ﹤0.01%
250
1372
$3.49K ﹤0.01%
180
1373
$3.44K ﹤0.01%
70
1374
$3.42K ﹤0.01%
119
-8,686
1375
$3.39K ﹤0.01%
14
53 54
55
56 57