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
1451
$1.61K ﹤0.01%
51
1452
$1.53K ﹤0.01%
185
1453
$1.52K ﹤0.01%
1,225
1454
$1.51K ﹤0.01%
78
1455
$1.5K ﹤0.01%
+185
1456
$1.49K ﹤0.01%
35
-142
1457
$1.47K ﹤0.01%
9
1458
$1.46K ﹤0.01%
61
-220
1459
$1.45K ﹤0.01%
33,458
1460
$1.44K ﹤0.01%
39
-350
1461
$1.43K ﹤0.01%
8,403
1462
$1.42K ﹤0.01%
100
1463
$1.41K ﹤0.01%
75
1464
$1.39K ﹤0.01%
85
1465
$1.39K ﹤0.01%
25
1466
$1.36K ﹤0.01%
100
1467
$1.35K ﹤0.01%
45,000
1468
$1.34K ﹤0.01%
25
-104
1469
$1.33K ﹤0.01%
300
1470
$1.33K ﹤0.01%
53
-1
1471
$1.33K ﹤0.01%
6,325
1472
$1.3K ﹤0.01%
116
1473
$1.28K ﹤0.01%
108
+50
1474
$1.28K ﹤0.01%
100
1475
$1.25K ﹤0.01%
+1
57 58
59
60 61