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
1626
$105 ﹤0.01%
1,500
1627
$102 ﹤0.01%
6,293
1628
$100 ﹤0.01%
2,500
1629
$95 ﹤0.01%
11
-28
1630
$95 ﹤0.01%
20
1631
$92 ﹤0.01%
17,300
1632
$91 ﹤0.01%
2,500
1633
$90 ﹤0.01%
3,000
1634
$88 ﹤0.01%
5,000
1635
$79 ﹤0.01%
2,000
1636
$68 ﹤0.01%
1
1637
$64 ﹤0.01%
1,073
1638
$63 ﹤0.01%
9,400
1639
$63 ﹤0.01%
15,470
1640
$62 ﹤0.01%
2,500
1641
$61 ﹤0.01%
6,250
1642
$59 ﹤0.01%
38
1643
$58 ﹤0.01%
12,098
1644
$50 ﹤0.01%
10
1645
$48 ﹤0.01%
2
1646
$44 ﹤0.01%
2,500
1647
– –
0
1648
$34 ﹤0.01%
2,249
1649
$34 ﹤0.01%
8,600
1650
$33 ﹤0.01%
3,000
64 65
66
67 68