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
1026
$29.6K ﹤0.01%
224
-221
1027
$29.4K ﹤0.01%
500
1028
$29.3K ﹤0.01%
1,245
1029
$29.1K ﹤0.01%
115
1030
$29.1K ﹤0.01%
249
-2
1031
$29.1K ﹤0.01%
398
1032
$29.1K ﹤0.01%
135
-25
1033
$28.7K ﹤0.01%
446
1034
$28.7K ﹤0.01%
174
1035
$28.6K ﹤0.01%
5,000
+3,500
1036
$28.5K ﹤0.01%
1,035
1037
$28.4K ﹤0.01%
568,552
1038
$28.4K ﹤0.01%
420
1039
$27.7K ﹤0.01%
460
-34,937
1040
$27.5K ﹤0.01%
+231
1041
$27.4K ﹤0.01%
142
1042
$27.2K ﹤0.01%
333
1043
$27.1K ﹤0.01%
1,539
1044
$27K ﹤0.01%
103
-95
1045
$26.8K ﹤0.01%
2,613
1046
$26.6K ﹤0.01%
20
1047
$26.5K ﹤0.01%
430
1048
$26.5K ﹤0.01%
1,495
1049
$26.5K ﹤0.01%
283
1050
$26.3K ﹤0.01%
419
-450
40 41
42
43 44