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
426
$699K 0.02%
4,531
427
$694K 0.02%
1,194
-25
428
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7,320
+288
429
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129,902
430
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15,000
-2,252
431
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137,640
432
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48,198
433
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5,385
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58,085
+4,341
435
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436
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438
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4,493
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439
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15,442
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440
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28,941
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441
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442
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145,364
447
$621K 0.01%
27,307
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448
$610K 0.01%
1,129
449
$606K 0.01%
5,643
-300
450
$596K 0.01%
1,137
+30
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