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
926
$42.5K ﹤0.01%
218
927
$42.1K ﹤0.01%
538
928
$41.9K ﹤0.01%
1,276
-638
929
$41.8K ﹤0.01%
4,298
930
$41.2K ﹤0.01%
7,400
-1,000
931
$41.2K ﹤0.01%
142
+42
932
$41.1K ﹤0.01%
+785
933
$41K ﹤0.01%
1,450
934
$40.8K ﹤0.01%
435
935
$40.8K ﹤0.01%
300
936
$40.6K ﹤0.01%
944
+56
937
$40.4K ﹤0.01%
667
938
$40.4K ﹤0.01%
2,220
-476
939
$40.4K ﹤0.01%
1,600
-1,766
940
$40.2K ﹤0.01%
102
941
$40.1K ﹤0.01%
150
942
$40K ﹤0.01%
844
943
$39.4K ﹤0.01%
5,400
-267
944
$39.4K ﹤0.01%
330
945
$39.3K ﹤0.01%
434
-21
946
$39.3K ﹤0.01%
500
947
$39.2K ﹤0.01%
3,199
948
$38.8K ﹤0.01%
400
949
$38.7K ﹤0.01%
1,576
950
$38.7K ﹤0.01%
+1,000
36 37
38
39 40