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
1376
$3.38K ﹤0.01%
473
1377
$3.35K ﹤0.01%
+120
1378
$3.34K ﹤0.01%
550
1379
$3.28K ﹤0.01%
90
-500
1380
$3.27K ﹤0.01%
114
+18
1381
$3.24K ﹤0.01%
75
-100
1382
$3.22K ﹤0.01%
+333
1383
$3.2K ﹤0.01%
634
1384
$3.13K ﹤0.01%
44,735
1385
$3.08K ﹤0.01%
169
1386
$2.99K ﹤0.01%
540
1387
$2.94K ﹤0.01%
1,450
1388
$2.94K ﹤0.01%
+47
1389
$2.92K ﹤0.01%
32,365
1390
$2.92K ﹤0.01%
130
1391
$2.88K ﹤0.01%
242
-123
1392
$2.88K ﹤0.01%
+400
1393
$2.87K ﹤0.01%
250
1394
$2.85K ﹤0.01%
+82
1395
$2.82K ﹤0.01%
8
+4
1396
$2.8K ﹤0.01%
2,000
1397
$2.79K ﹤0.01%
21
1398
$2.77K ﹤0.01%
200
1399
$2.75K ﹤0.01%
20
-57
1400
$2.72K ﹤0.01%
75
54 55
56
57 58