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
151
$5.31M 0.12%
218,568
152
$5.28M 0.12%
8,603
+1,726
153
$5.26M 0.12%
6,763
+52
154
$5.19M 0.12%
52,241
+3,651
155
$5.17M 0.12%
132,364
-1,558
156
$5.13M 0.12%
20,142
+20
157
$5.12M 0.12%
138,097
-1,597
158
$5.11M 0.12%
79,994
+7,677
159
$5.09M 0.12%
67,739
-141
160
$5.03M 0.11%
39,173
-1,504
161
$4.89M 0.11%
66,706
-1,424
162
$4.88M 0.11%
167,313
-17,001
163
$4.86M 0.11%
318,313
-3,447
164
$4.73M 0.11%
17,440
-179
165
$4.68M 0.11%
647,930
+418,570
166
$4.56M 0.1%
41,291
-3,415
167
$4.55M 0.1%
139,770
+123,640
168
$4.44M 0.1%
105,854
-19,605
169
$4.43M 0.1%
35,258
-258
170
$4.39M 0.1%
11,012
-82
171
$4.39M 0.1%
151,137
+11,181
172
$4.27M 0.1%
8,952
-85
173
$4.26M 0.1%
392,807
+103,430
174
$4.22M 0.1%
177,952
+578
175
$4.2M 0.1%
44,490
+16,870
5 6
7
8 9