AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
-700
1727
0
1728
-268
1729
0
1730
0
1731
-331
1732
-236
1733
-900
1734
0
1735
-11,022
1736
-1,579
1737
-13
1738
-16,657
1739
-39,380
1740
-630
1741
0
1742
-1,280
1743
-1,280
1744
-4,490
1745
0
1746
-11,370
1747
0
1748
-33,343
1749
-35
1750
-33,045