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
626
$220K 0.01%
7,121
+73
627
$220K 0.01%
11,442
628
$219K 0.01%
1,360
-386
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$218K 0.01%
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$216K ﹤0.01%
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631
$214K ﹤0.01%
220
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$212K ﹤0.01%
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633
$211K ﹤0.01%
207
634
$210K ﹤0.01%
3,131
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635
$208K ﹤0.01%
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636
$208K ﹤0.01%
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637
$207K ﹤0.01%
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638
$205K ﹤0.01%
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639
$202K ﹤0.01%
+36,260
640
$198K ﹤0.01%
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641
$196K ﹤0.01%
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642
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643
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$195K ﹤0.01%
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$194K ﹤0.01%
8,656
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646
$194K ﹤0.01%
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647
$194K ﹤0.01%
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648
$192K ﹤0.01%
1,238
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649
$191K ﹤0.01%
3,900
650
$189K ﹤0.01%
78,525
24 25
26
27 28