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
976
$35.8K ﹤0.01%
214
977
$35.5K ﹤0.01%
+1,385
978
$35.4K ﹤0.01%
+326
979
$35.3K ﹤0.01%
2,125
980
$35.3K ﹤0.01%
2,750
981
$35K ﹤0.01%
348
982
$34.8K ﹤0.01%
310
983
$34.8K ﹤0.01%
100
984
$34.7K ﹤0.01%
140
-118
985
$34.6K ﹤0.01%
+1,509
986
$34.5K ﹤0.01%
+1,631
987
$34.3K ﹤0.01%
335
988
$34.1K ﹤0.01%
+1,576
989
$33.8K ﹤0.01%
+1,521
990
$33.8K ﹤0.01%
411
991
$33.7K ﹤0.01%
358
992
$33.7K ﹤0.01%
708
993
$33.7K ﹤0.01%
+1,452
994
$33.4K ﹤0.01%
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995
$33.3K ﹤0.01%
1,119
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996
$33.3K ﹤0.01%
10,000
997
$33.3K ﹤0.01%
3,000
998
$33.2K ﹤0.01%
1,000
999
$33.2K ﹤0.01%
4,898
1000
$33.1K ﹤0.01%
1,325
38 39
40
41 42