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
726
$127K ﹤0.01%
6,500
727
$126K ﹤0.01%
1,334
728
$126K ﹤0.01%
202
729
$125K ﹤0.01%
+20,900
730
$124K ﹤0.01%
2,485
-85
731
$124K ﹤0.01%
990
+390
732
$123K ﹤0.01%
4,545
+3,744
733
$123K ﹤0.01%
3,155
-110
734
$117K ﹤0.01%
1,734
+4
735
$117K ﹤0.01%
4,508
-360
736
$117K ﹤0.01%
5,140
+30
737
$116K ﹤0.01%
7,200
+7,000
738
$116K ﹤0.01%
1,150
739
$116K ﹤0.01%
+1,923
740
$116K ﹤0.01%
+511
741
$114K ﹤0.01%
1,709
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742
$113K ﹤0.01%
1,311
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743
$112K ﹤0.01%
+8,001
744
$110K ﹤0.01%
1,000
745
$109K ﹤0.01%
4,072
746
$108K ﹤0.01%
2,300
-200
747
$107K ﹤0.01%
60,000
+10,000
748
$107K ﹤0.01%
+55,350
749
$107K ﹤0.01%
859
750
$106K ﹤0.01%
5,000
28 29
30
31 32