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
1601
$164 ﹤0.01%
20,213
1602
$163 ﹤0.01%
4,550
1603
$155 ﹤0.01%
6,132
1604
$154 ﹤0.01%
44
1605
$152 ﹤0.01%
12,698
1606
$148 ﹤0.01%
65
1607
$145 ﹤0.01%
4,800
1608
$144 ﹤0.01%
5,050
1609
$139 ﹤0.01%
+14,004
1610
$133 ﹤0.01%
4
1611
$131 ﹤0.01%
1
1612
$127 ﹤0.01%
3,175
1613
$126 ﹤0.01%
7,900
1614
$124 ﹤0.01%
3,750
1615
$123 ﹤0.01%
4,300
1616
$122 ﹤0.01%
5,000
1617
$120 ﹤0.01%
2,600
1618
$119 ﹤0.01%
16,773
1619
$116 ﹤0.01%
3,100
1620
$116 ﹤0.01%
66
1621
$116 ﹤0.01%
11,585
1622
$111 ﹤0.01%
3,700
1623
$111 ﹤0.01%
7
1624
$108 ﹤0.01%
2,500
1625
$108 ﹤0.01%
10,825
63 64
65
66 67