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
251
$2.28M 0.05%
65,479
+1,645
252
$2.24M 0.05%
13,642
+793
253
$2.22M 0.05%
121,564
254
$2.22M 0.05%
40,938
+3,654
255
$2.22M 0.05%
23,985
+13,882
256
$2.17M 0.05%
85,323
-36,634
257
$2.16M 0.05%
12,187
-692
258
$2.08M 0.05%
+28,070
259
$2.06M 0.05%
21,190
-109,190
260
$2.03M 0.05%
+45,787
261
$2.03M 0.05%
30,408
-2,127
262
$2.02M 0.05%
16,603
-121
263
$2.02M 0.05%
8,068
-163
264
$2.01M 0.05%
6,035
-7
265
$2.01M 0.05%
193,077
266
$1.99M 0.05%
28,101
+1,140
267
$1.99M 0.05%
23,542
+11,708
268
$1.96M 0.04%
24,464
-581
269
$1.96M 0.04%
+578,930
270
$1.92M 0.04%
68,649
+1,875
271
$1.89M 0.04%
22,423
+1
272
$1.86M 0.04%
17,890
-176
273
$1.86M 0.04%
48,553
+8,425
274
$1.86M 0.04%
95,106
-4,090
275
$1.84M 0.04%
7,435
+173
9 10
11
12 13