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
1126
$17.8K ﹤0.01%
4,000
1127
$17.8K ﹤0.01%
590
1128
$17.4K ﹤0.01%
485
+87
1129
$17.4K ﹤0.01%
300
1130
$17.4K ﹤0.01%
366
1131
$17.3K ﹤0.01%
80
-161
1132
$17.2K ﹤0.01%
51
1133
$17K ﹤0.01%
+200
1134
$16.9K ﹤0.01%
200
1135
$16.6K ﹤0.01%
300
1136
$16.6K ﹤0.01%
410
1137
$16.5K ﹤0.01%
+500
1138
$16.3K ﹤0.01%
82
-600
1139
$16.2K ﹤0.01%
478
1140
$16.2K ﹤0.01%
2
1141
$16.2K ﹤0.01%
+82
1142
$16.1K ﹤0.01%
+2,190
1143
$16K ﹤0.01%
1,000
1144
$16K ﹤0.01%
1,000
1145
$15.9K ﹤0.01%
1,350
1146
$15.8K ﹤0.01%
150
1147
$15.7K ﹤0.01%
1,854
1148
$15.6K ﹤0.01%
366
1149
$15.6K ﹤0.01%
750
1150
$15.5K ﹤0.01%
290