AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
676
$165K ﹤0.01%
23,026
677
$164K ﹤0.01%
6,680
+2,240
678
$164K ﹤0.01%
1,901
679
$162K ﹤0.01%
6,000
680
$162K ﹤0.01%
2,534
681
$160K ﹤0.01%
1,137
682
$159K ﹤0.01%
6,937
683
$159K ﹤0.01%
1,042
684
$158K ﹤0.01%
2,025
-450
685
$157K ﹤0.01%
1,793
+43
686
$156K ﹤0.01%
3,950
-408
687
$155K ﹤0.01%
599
-123
688
$154K ﹤0.01%
1,330
689
$154K ﹤0.01%
9,800
+7,665
690
$153K ﹤0.01%
1,721
+2
691
$152K ﹤0.01%
1,665
692
$151K ﹤0.01%
1,050
693
$150K ﹤0.01%
1,970
+54
694
$150K ﹤0.01%
3,508
695
$150K ﹤0.01%
2,024
696
$149K ﹤0.01%
155
697
$149K ﹤0.01%
12,227
698
$148K ﹤0.01%
10,993
699
$148K ﹤0.01%
1,387
-68
700
$148K ﹤0.01%
1,877
26 27
28
29 30