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
201
$3.49M 0.08%
806,062
-165,578
202
$3.47M 0.08%
70,876
203
$3.47M 0.08%
63,704
+32,031
204
$3.47M 0.08%
385,868
-338,217
205
$3.46M 0.08%
170,779
-192
206
$3.4M 0.08%
262,919
+102,660
207
$3.32M 0.08%
84,545
-29,410
208
$3.2M 0.07%
53,655
209
$3.2M 0.07%
101,430
+48,820
210
$2.97M 0.07%
23,364
-134
211
$2.97M 0.07%
40,998
-39
212
$2.94M 0.07%
43,355
-141
213
$2.93M 0.07%
31,075
-2,073
214
$2.92M 0.07%
14,198
-194
215
$2.92M 0.07%
117,813
+146
216
$2.89M 0.07%
413,930
-24,679
217
$2.85M 0.06%
46,528
+3,435
218
$2.82M 0.06%
5,897
-110
219
$2.81M 0.06%
15,695
-220
220
$2.78M 0.06%
295,156
+59,601
221
$2.76M 0.06%
120,004
-4,588
222
$2.74M 0.06%
26,141
+1,786
223
$2.74M 0.06%
33,789
-4,658
224
$2.72M 0.06%
97,455
+2,130
225
$2.7M 0.06%
269,834
+18,050
7 8
9
10 11