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
1501
$829 ﹤0.01%
52,800
1502
$809 ﹤0.01%
+11,250
1503
$806 ﹤0.01%
+200
1504
$802 ﹤0.01%
+33
1505
$801 ﹤0.01%
36
1506
$791 ﹤0.01%
6,000
1507
$790 ﹤0.01%
149
1508
$779 ﹤0.01%
39
1509
$777 ﹤0.01%
52
1510
$770 ﹤0.01%
32
1511
$766 ﹤0.01%
4,366
1512
$754 ﹤0.01%
27
1513
$749 ﹤0.01%
4
-11
1514
$749 ﹤0.01%
127
1515
$745 ﹤0.01%
23,200
1516
$734 ﹤0.01%
33
1517
$731 ﹤0.01%
28,000
1518
$726 ﹤0.01%
10,449
1519
$725 ﹤0.01%
10,000
1520
$718 ﹤0.01%
6,450
1521
$685 ﹤0.01%
+19
1522
$672 ﹤0.01%
32,000
1523
$670 ﹤0.01%
13
1524
$652 ﹤0.01%
117
1525
$647 ﹤0.01%
9,996
59 60
61
62 63