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
1001
$32.5K ﹤0.01%
528
+500
1002
$32.5K ﹤0.01%
1,007
-163
1003
$32.4K ﹤0.01%
200
1004
$32.3K ﹤0.01%
1,764
1005
$32.3K ﹤0.01%
1,200
1006
$31.9K ﹤0.01%
+550
1007
$31.9K ﹤0.01%
1,000
1008
$31.8K ﹤0.01%
279
1009
$31.7K ﹤0.01%
2,694
1010
$31.7K ﹤0.01%
1,000
1011
$31.6K ﹤0.01%
548
1012
$31.6K ﹤0.01%
496
+480
1013
$31.5K ﹤0.01%
448
1014
$31.5K ﹤0.01%
353
1015
$31.4K ﹤0.01%
1,849
1016
$31.4K ﹤0.01%
400
-75
1017
$31.2K ﹤0.01%
1,200
1018
$31.1K ﹤0.01%
530
1019
$31.1K ﹤0.01%
4,000
1020
$31K ﹤0.01%
277
+119
1021
$30.8K ﹤0.01%
800
1022
$30.6K ﹤0.01%
480
1023
$30.1K ﹤0.01%
409
1024
$29.7K ﹤0.01%
318
1025
$29.7K ﹤0.01%
1,016
-254
39 40
41
42 43