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
1051
$26.2K ﹤0.01%
2,201
+22
1052
$25.8K ﹤0.01%
672
+6
1053
$25.8K ﹤0.01%
400
-100
1054
$25.6K ﹤0.01%
1,102
1055
$25.5K ﹤0.01%
394
1056
$25.3K ﹤0.01%
4,000
1057
$25.2K ﹤0.01%
400
1058
$25.2K ﹤0.01%
1,636
1059
$25.2K ﹤0.01%
100
1060
$25.1K ﹤0.01%
236
1061
$25.1K ﹤0.01%
1,368
1062
$25K ﹤0.01%
1,050
1063
$25K ﹤0.01%
62
1064
$25K ﹤0.01%
1,051
1065
$24.9K ﹤0.01%
2,577
+43
1066
$24.8K ﹤0.01%
550
1067
$24.8K ﹤0.01%
299
+199
1068
$24K ﹤0.01%
500
1069
$24K ﹤0.01%
+514
1070
$23.7K ﹤0.01%
231
+182
1071
$23.7K ﹤0.01%
220
1072
$23.6K ﹤0.01%
409
1073
$23.6K ﹤0.01%
943
1074
$23.6K ﹤0.01%
500
-300
1075
$23.1K ﹤0.01%
214
-18
41 42
43
44 45