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
1426
$2.01K ﹤0.01%
6
1427
$2.01K ﹤0.01%
100
1428
$1.96K ﹤0.01%
20
1429
$1.94K ﹤0.01%
3
1430
$1.94K ﹤0.01%
1,600
-2,300
1431
$1.89K ﹤0.01%
+110
1432
$1.86K ﹤0.01%
50
1433
$1.85K ﹤0.01%
31
1434
$1.84K ﹤0.01%
+17
1435
$1.83K ﹤0.01%
8,800
1436
$1.82K ﹤0.01%
155
1437
$1.81K ﹤0.01%
20,339
1438
$1.81K ﹤0.01%
+5
1439
$1.79K ﹤0.01%
+128
1440
$1.79K ﹤0.01%
6,000
1441
$1.75K ﹤0.01%
+42
1442
$1.74K ﹤0.01%
135
1443
$1.74K ﹤0.01%
100
1444
$1.7K ﹤0.01%
20
1445
$1.68K ﹤0.01%
525
1446
$1.67K ﹤0.01%
41
1447
$1.65K ﹤0.01%
50
1448
$1.64K ﹤0.01%
12,552
1449
$1.63K ﹤0.01%
9
1450
$1.63K ﹤0.01%
126
56 57
58
59 60