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
501
$419K 0.01%
12,050
502
$418K 0.01%
91,013
503
$412K 0.01%
7,523
+1,193
504
$409K 0.01%
53,530
+52,959
505
$409K 0.01%
118,534
-44,489
506
$406K 0.01%
3,354
-540
507
$406K 0.01%
145,900
508
$405K 0.01%
12,822
-2,084
509
$405K 0.01%
2,285
510
$405K 0.01%
2,974
+153
511
$404K 0.01%
12,586
+1,083
512
$402K 0.01%
115,624
513
$395K 0.01%
1,545
+17
514
$393K 0.01%
3,351
+332
515
$387K 0.01%
11,746
-1,444
516
$383K 0.01%
4,979
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517
$382K 0.01%
1,699
518
$381K 0.01%
43,733
519
$378K 0.01%
24,552
520
$373K 0.01%
3,320
521
$371K 0.01%
4,574
+36
522
$369K 0.01%
882
+133
523
$367K 0.01%
36,656
524
$366K 0.01%
67,450
-1,500
525
$362K 0.01%
+14,388
19 20
21
22 23