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
1551
$435 ﹤0.01%
+580
1552
$430 ﹤0.01%
37
1553
$404 ﹤0.01%
58
1554
$399 ﹤0.01%
43,850
1555
$388 ﹤0.01%
222
1556
$378 ﹤0.01%
19
1557
$375 ﹤0.01%
7,500
1558
$375 ﹤0.01%
4,360
1559
$367 ﹤0.01%
70
1560
$363 ﹤0.01%
6,500
1561
$362 ﹤0.01%
5,050
1562
$361 ﹤0.01%
8,620
1563
$360 ﹤0.01%
200
1564
$350 ﹤0.01%
+5,000
1565
$346 ﹤0.01%
16,000
1566
$337 ﹤0.01%
4,563
1567
$334 ﹤0.01%
1,858
1568
$324 ﹤0.01%
2,700
1569
$320 ﹤0.01%
188
1570
$312 ﹤0.01%
2,500
1571
$306 ﹤0.01%
80
1572
$300 ﹤0.01%
3,000
1573
$282 ﹤0.01%
36
-2
1574
$271 ﹤0.01%
11,000
1575
$267 ﹤0.01%
8,347
61 62
63
64 65