AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1,932
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$25.2M
3
+$17.2M
4
BERY
Berry Global Group, Inc.
BERY
+$16.7M
5
IAC icon
IAC Inc
IAC
+$6.74M

Top Sells

1
+$166M
2
+$44.4M
3
+$28M
4
META icon
Meta Platforms (Facebook)
META
+$20.5M
5
KSS icon
Kohl's
KSS
+$16.4M

Sector Composition

1 Industrials 18.63%
2 Technology 12.54%
3 Healthcare 11.32%
4 Consumer Discretionary 8.51%
5 Financials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.69M 0.06%
60,947
-1,573
227
$2.66M 0.06%
77,302
-3,189
228
$2.63M 0.06%
10,530
229
$2.63M 0.06%
29,331
+62
230
$2.62M 0.06%
16,818
+10
231
$2.61M 0.06%
5,386,991
232
$2.61M 0.06%
5,173
-317
233
$2.55M 0.06%
69,219
-103,977
234
$2.55M 0.06%
111,536
+6,432
235
$2.53M 0.06%
308,657
-36,130
236
$2.52M 0.06%
16,178
-427
237
$2.51M 0.06%
42,853
-16,389
238
$2.44M 0.06%
154,528
+8,245
239
$2.42M 0.06%
168,871
-5,393
240
$2.41M 0.06%
11,971
-1,472
241
$2.4M 0.06%
6,771
+31
242
$2.37M 0.05%
65,479
+2,241
243
$2.35M 0.05%
69,047
+1,250
244
$2.35M 0.05%
6,833
+60
245
$2.34M 0.05%
114,910
-1,000
246
$2.32M 0.05%
22,383
+11,652
247
$2.32M 0.05%
40,112
+5,747
248
$2.32M 0.05%
1,068,531
249
$2.31M 0.05%
183,200
-868
250
$2.29M 0.05%
10,721
+186
8 9
10
11 12