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
701
$147K ﹤0.01%
2,410
+200
702
$147K ﹤0.01%
2,190
-115
703
$146K ﹤0.01%
1,629
+71
704
$146K ﹤0.01%
5,597
705
$146K ﹤0.01%
1,092
706
$145K ﹤0.01%
5,500
707
$142K ﹤0.01%
526
+100
708
$142K ﹤0.01%
1,498
+9
709
$142K ﹤0.01%
1,075
+12
710
$141K ﹤0.01%
2,499
+119
711
$141K ﹤0.01%
2,170
-77
712
$138K ﹤0.01%
4,811
+2,000
713
$137K ﹤0.01%
1,152
+11
714
$137K ﹤0.01%
1,148
-750
715
$135K ﹤0.01%
+1,940
716
$133K ﹤0.01%
1,970
+585
717
$133K ﹤0.01%
10,000
718
$131K ﹤0.01%
+27,671
719
$130K ﹤0.01%
3,500
720
$130K ﹤0.01%
1,700
721
$130K ﹤0.01%
1,031
+2
722
$130K ﹤0.01%
2,634
+1,016
723
$129K ﹤0.01%
1,250
724
$128K ﹤0.01%
1,949
725
$127K ﹤0.01%
21,857
-4,451
27 28
29
30 31