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
1401
$2.69K ﹤0.01%
25
1402
$2.67K ﹤0.01%
100
1403
$2.66K ﹤0.01%
+51
1404
$2.61K ﹤0.01%
24,522
1405
$2.6K ﹤0.01%
62
1406
$2.53K ﹤0.01%
19,700
1407
$2.5K ﹤0.01%
50
1408
$2.48K ﹤0.01%
17
+5
1409
$2.48K ﹤0.01%
100
1410
$2.42K ﹤0.01%
94
1411
$2.41K ﹤0.01%
100
1412
$2.38K ﹤0.01%
56
1413
$2.37K ﹤0.01%
12
-340
1414
$2.34K ﹤0.01%
60
1415
$2.29K ﹤0.01%
150
1416
$2.28K ﹤0.01%
18
1417
$2.27K ﹤0.01%
+29
1418
$2.23K ﹤0.01%
3
1419
$2.22K ﹤0.01%
13,850
1420
$2.11K ﹤0.01%
286
1421
$2.11K ﹤0.01%
17,548
1422
$2.1K ﹤0.01%
100
1423
$2.1K ﹤0.01%
287
1424
$2.05K ﹤0.01%
10
1425
$2.03K ﹤0.01%
+125
55 56
57
58 59