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
1651
$28 ﹤0.01%
1
1652
– –
0
1653
$20 ﹤0.01%
8,150
1654
$18 ﹤0.01%
3,200
1655
$9 ﹤0.01%
2
1656
$9 ﹤0.01%
2,600
1657
$9 ﹤0.01%
220
1658
$8 ﹤0.01%
103
1659
– –
-140
1660
$6 ﹤0.01%
5,298
1661
$3 ﹤0.01%
2,000
1662
$3 ﹤0.01%
+1
1663
$2 ﹤0.01%
310
1664
$1 ﹤0.01%
87
1665
$1 ﹤0.01%
6,500
1666
– –
-331
1667
– –
-236
1668
– –
-900
1669
– –
0
1670
– –
-830
1671
– –
-22,382
1672
– –
0
1673
– –
-13,514
1674
– –
0
1675
– –
-3,050
65 66
67
68 69