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
851
$62K ﹤0.01%
1,085
852
$61.9K ﹤0.01%
426
-750
853
$61.8K ﹤0.01%
1,250
854
$61.5K ﹤0.01%
548
855
$61.4K ﹤0.01%
3,250
-300
856
$61.1K ﹤0.01%
864
857
$60.8K ﹤0.01%
+662
858
$60.1K ﹤0.01%
5,000
859
$59.9K ﹤0.01%
1,121
860
$59.2K ﹤0.01%
1,272
861
$59K ﹤0.01%
6,500
862
$58.4K ﹤0.01%
528
863
$58.4K ﹤0.01%
1,065
864
$58.3K ﹤0.01%
1,032
-323
865
$57.9K ﹤0.01%
5,650
866
$57.7K ﹤0.01%
899
867
$57.3K ﹤0.01%
641
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$57.2K ﹤0.01%
+1,246
869
$56.5K ﹤0.01%
707
870
$56.1K ﹤0.01%
617
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871
$55.8K ﹤0.01%
167
872
$55.8K ﹤0.01%
1,608
+25
873
$55.8K ﹤0.01%
500
874
$55.5K ﹤0.01%
1,850
875
$54.7K ﹤0.01%
450
33 34
35
36 37