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
126
$6.44M 0.15%
39,551
-18,916
127
$6.43M 0.15%
5,219
+552
128
$6.31M 0.14%
100,999
+7,530
129
$6.3M 0.14%
145,432
-4,973
130
$6.28M 0.14%
25,914
+19,744
131
$6.26M 0.14%
18,033
-73
132
$6.25M 0.14%
56,517
-100
133
$6.14M 0.14%
388,996
-1,900
134
$5.99M 0.14%
318,596
+1,550
135
$5.94M 0.13%
146,414
-91,830
136
$5.93M 0.13%
141,281
-18,929
137
$5.9M 0.13%
348,298
-2,056
138
$5.86M 0.13%
44,395
-1,392
139
$5.85M 0.13%
1,136,476
+444,433
140
$5.75M 0.13%
10,351
-7
141
$5.63M 0.13%
72,885
-19,153
142
$5.59M 0.13%
74,034
-13,150
143
$5.58M 0.13%
59,488
+3
144
$5.57M 0.13%
140,810
-250
145
$5.39M 0.12%
31,875
+1
146
$5.38M 0.12%
274,234
147
$5.35M 0.12%
70,170
-6,528
148
$5.33M 0.12%
92,595
+22,595
149
$5.32M 0.12%
132,518
+132,190
150
$5.32M 0.12%
54,304
+1,079
4 5
6
7 8