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
1076
$23.1K ﹤0.01%
1,250
1077
$23K ﹤0.01%
600
1078
$22.9K ﹤0.01%
471
1079
$22.9K ﹤0.01%
385
1080
$22.9K ﹤0.01%
500
1081
$22.8K ﹤0.01%
+546
1082
$22.5K ﹤0.01%
400
1083
$22.5K ﹤0.01%
1,100
1084
$22.4K ﹤0.01%
+300
1085
$22.4K ﹤0.01%
624
1086
$22K ﹤0.01%
800
-64
1087
$21.9K ﹤0.01%
483
-508
1088
$21.8K ﹤0.01%
76
+33
1089
$21.7K ﹤0.01%
2,150
+900
1090
$21.7K ﹤0.01%
267
+110
1091
$21.6K ﹤0.01%
161
-206
1092
$21.5K ﹤0.01%
324
1093
$21.2K ﹤0.01%
1,075
-111,963
1094
$21.2K ﹤0.01%
400
1095
$21.2K ﹤0.01%
73
1096
$21.1K ﹤0.01%
500
1097
$21.1K ﹤0.01%
77
1098
$21.1K ﹤0.01%
1,000
1099
$20.9K ﹤0.01%
800
1100
$20.6K ﹤0.01%
101
+30
42 43
44
45 46