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
1526
$640 ﹤0.01%
6
-3
1527
$619 ﹤0.01%
6,194
1528
$606 ﹤0.01%
5,050
1529
$596 ﹤0.01%
22
1530
$579 ﹤0.01%
8
-5
1531
$571 ﹤0.01%
8,154
1532
$552 ﹤0.01%
+1
1533
$542 ﹤0.01%
10,850
1534
$540 ﹤0.01%
10,000
1535
$537 ﹤0.01%
3,669
1536
$530 ﹤0.01%
50
1537
$528 ﹤0.01%
9
1538
$526 ﹤0.01%
17,542
1539
$520 ﹤0.01%
2,000
1540
$512 ﹤0.01%
6,204
1541
$502 ﹤0.01%
3,350
1542
$497 ﹤0.01%
19,800
1543
$476 ﹤0.01%
5
1544
$475 ﹤0.01%
5,282
1545
$471 ﹤0.01%
2,791
1546
$471 ﹤0.01%
12,558
1547
$449 ﹤0.01%
27
1548
$442 ﹤0.01%
7,300
1549
$441 ﹤0.01%
8,400
1550
$439 ﹤0.01%
5,318
60 61
62
63 64