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
1476
$1.21K ﹤0.01%
18
1477
$1.17K ﹤0.01%
+103
1478
$1.17K ﹤0.01%
3
1479
$1.16K ﹤0.01%
20
1480
$1.16K ﹤0.01%
13,455
1481
$1.15K ﹤0.01%
110
1482
$1.15K ﹤0.01%
258
-1,307
1483
$1.14K ﹤0.01%
847
1484
$1.13K ﹤0.01%
63
1485
$1.13K ﹤0.01%
8,791
1486
$1.13K ﹤0.01%
18
1487
$1.11K ﹤0.01%
46
-1,000
1488
$1.09K ﹤0.01%
23,040
1489
$1.07K ﹤0.01%
18,700
1490
$1.06K ﹤0.01%
8,006
1491
$1.03K ﹤0.01%
35
1492
$1.01K ﹤0.01%
645
1493
$1K ﹤0.01%
25,000
1494
$958 ﹤0.01%
479
1495
$943 ﹤0.01%
75
1496
$919 ﹤0.01%
+6,340
1497
$900 ﹤0.01%
6,000
1498
$885 ﹤0.01%
59,000
1499
$860 ﹤0.01%
20
1500
$853 ﹤0.01%
10,050
58 59
60
61 62