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
26
$41.3M 0.95%
119,261
+3,497
27
$39.4M 0.9%
2,927,883
-1,127,510
28
$38.1M 0.87%
134,868
+15,904
29
$37.6M 0.86%
490,328
-4,056
30
$36.6M 0.84%
285,527
+3,782
31
$35.6M 0.81%
446,010
-4,112
32
$35M 0.8%
215,736
+1,201
33
$30.5M 0.7%
62,854
-45,853
34
$30.5M 0.7%
804,564
+60,622
35
$29.8M 0.68%
105,633
+2,438
36
$29.1M 0.67%
507,269
+120,677
37
$27.6M 0.63%
631,523
+397,448
38
$25.1M 0.57%
99,578
+1,025
39
$24.9M 0.57%
163,600
-412
40
$24M 0.55%
667,242
+9,481
41
$22.6M 0.52%
27,140
+146
42
$22.4M 0.51%
1,605,865
+71,243
43
$19.8M 0.45%
320,085
+16,740
44
$18.7M 0.43%
905,073
-28,905
45
$17.2M 0.39%
183,325
-8,720
46
$17.2M 0.39%
190,060
+19,600
47
$16.8M 0.38%
198,547
-1,254
48
$16.7M 0.38%
273,212
-420
49
$16.4M 0.38%
1,668,788
+285,179
50
$16.2M 0.37%
34,975
+1,907
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2
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