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
376
$927K 0.02%
+14,930
377
$921K 0.02%
21,432
+16,917
378
$917K 0.02%
+83,860
379
$915K 0.02%
+234,620
380
$914K 0.02%
15,750
381
$914K 0.02%
23,755
-1,105
382
$911K 0.02%
418,049
383
$908K 0.02%
3,016
+27
384
$907K 0.02%
4,855
+475
385
$906K 0.02%
1,393
+11
386
$899K 0.02%
+46,010
387
$897K 0.02%
18,733
+6,227
388
$896K 0.02%
4,878
-250
389
$879K 0.02%
8,305
-305
390
$876K 0.02%
18,000
391
$876K 0.02%
38,051
-17,657
392
$871K 0.02%
54,487
-488
393
$867K 0.02%
3,568
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394
$857K 0.02%
3,810
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395
$856K 0.02%
5,492
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396
$855K 0.02%
2,143
397
$854K 0.02%
16,926
-1,861
398
$841K 0.02%
41,695
+7,391
399
$826K 0.02%
16,291
+1,301
400
$824K 0.02%
152,310
14 15
16
17 18