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
401
$810K 0.02%
2,811
+358
402
$805K 0.02%
167,804
+22,285
403
$804K 0.02%
29,922
+1,512
404
$793K 0.02%
106,078
405
$788K 0.02%
47,670
406
$787K 0.02%
7,564
+1,699
407
$785K 0.02%
15,949
-900
408
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+27,343
409
$771K 0.02%
5,055
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410
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13,195
411
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97,075
412
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26,572
413
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6,438
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414
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41,217
-2,225
415
$744K 0.02%
5,004
+1,011
416
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10,245
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417
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418
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25,463
419
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6,732
420
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16,580
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25,860
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422
$719K 0.02%
7,517
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423
$708K 0.02%
24,484
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424
$703K 0.02%
1,603
425
$702K 0.02%
8,157
-1,041
15 16
17
18 19