AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
76
$10.6M 0.24%
42,519
+3,492
77
$10.6M 0.24%
483,500
+100,000
78
$10.6M 0.24%
122,158
-1,061
79
$10.4M 0.24%
19,910
-2,027
80
$10.4M 0.24%
36,604
-915
81
$10.4M 0.24%
484,360
+20,406
82
$10.4M 0.24%
89,060
+2,483
83
$10.4M 0.24%
123,845
-5,040
84
$10.2M 0.23%
125,051
-1,001
85
$10.2M 0.23%
560,715
-24,580
86
$10.1M 0.23%
36,130
+2,122
87
$10.1M 0.23%
309,180
+125,390
88
$9.8M 0.22%
57,896
-10,085
89
$9.75M 0.22%
74,256
-1,111
90
$9.7M 0.22%
49,284
-3,658
91
$9.62M 0.22%
442,280
-1,700
92
$9.44M 0.22%
207,048
+21,553
93
$9.41M 0.22%
142,220
-20,917
94
$9.33M 0.21%
228,060
-94,453
95
$8.93M 0.2%
189,880
+30,550
96
$8.68M 0.2%
40,719
-1,790
97
$8.26M 0.19%
164,548
+2,897
98
$8.24M 0.19%
31,698
-4,081
99
$8.23M 0.19%
275,461
-5,190
100
$8.11M 0.19%
134,715
+2,673
2 3
4
5 6