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
1576
$261 ﹤0.01%
3,000
1577
$261 ﹤0.01%
2,607
1578
$260 ﹤0.01%
4,000
1579
$257 ﹤0.01%
10,000
1580
$250 ﹤0.01%
5,000
1581
$249 ﹤0.01%
71
+21
1582
$247 ﹤0.01%
10
1583
$230 ﹤0.01%
5
-99,449
1584
$229 ﹤0.01%
23
1585
$229 ﹤0.01%
56
1586
$227 ﹤0.01%
10
1587
$227 ﹤0.01%
2,200
1588
$221 ﹤0.01%
5,200
1589
$215 ﹤0.01%
1
1590
$215 ﹤0.01%
6,139
1591
$212 ﹤0.01%
16
1592
$211 ﹤0.01%
6,000
1593
$200 ﹤0.01%
1,000
1594
$195 ﹤0.01%
25,263
1595
$191 ﹤0.01%
12
1596
$183 ﹤0.01%
3,333
1597
$180 ﹤0.01%
2,000
1598
$172 ﹤0.01%
8
1599
$170 ﹤0.01%
2,500
1600
$170 ﹤0.01%
500
62 63
64
65 66