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
826
$68.7K ﹤0.01%
1,200
827
$68.6K ﹤0.01%
263
+41
828
$68.1K ﹤0.01%
5,712
829
$67.5K ﹤0.01%
743
+2
830
$67.3K ﹤0.01%
900
+150
831
$67.1K ﹤0.01%
3,300
+300
832
$67K ﹤0.01%
926
+886
833
$66.8K ﹤0.01%
6,100
834
$66.4K ﹤0.01%
135
835
$66.2K ﹤0.01%
822
+75
836
$66K ﹤0.01%
220
+25
837
$64.3K ﹤0.01%
850
838
$64.3K ﹤0.01%
805
+8
839
$64.2K ﹤0.01%
493
+82
840
$64K ﹤0.01%
11,800
841
$63.4K ﹤0.01%
624
842
$62.7K ﹤0.01%
392
843
$62.7K ﹤0.01%
863
-427
844
$62.6K ﹤0.01%
142
-111
845
$62.3K ﹤0.01%
811
846
$62.3K ﹤0.01%
1,614
847
$62.2K ﹤0.01%
1,108
848
$62.1K ﹤0.01%
1,031
-46
849
$62.1K ﹤0.01%
719
850
$62K ﹤0.01%
1,600
-500
32 33
34
35 36