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
751
$105K ﹤0.01%
22,338
+5,000
752
$105K ﹤0.01%
3,544
753
$105K ﹤0.01%
4,297
754
$105K ﹤0.01%
1,593
755
$104K ﹤0.01%
14,050
-1,125
756
$104K ﹤0.01%
2,500
-477
757
$103K ﹤0.01%
199
758
$103K ﹤0.01%
2,272
-300
759
$103K ﹤0.01%
+20,000
760
$101K ﹤0.01%
2,619
+1,600
761
$100K ﹤0.01%
2,498
762
$98.4K ﹤0.01%
2,525
-900
763
$96.8K ﹤0.01%
925
-400
764
$96.3K ﹤0.01%
1,473
+382
765
$94.7K ﹤0.01%
3,141
766
$94K ﹤0.01%
+1,831
767
$93.7K ﹤0.01%
62
-1
768
$93.1K ﹤0.01%
970
769
$93K ﹤0.01%
600
770
$92.8K ﹤0.01%
7,000
-118
771
$92.4K ﹤0.01%
840
772
$91.4K ﹤0.01%
906
773
$91.1K ﹤0.01%
1,550
774
$89.8K ﹤0.01%
3,068
-7,115
775
$89.5K ﹤0.01%
1,096
+3
29 30
31
32 33