AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1201
$11.1K ﹤0.01%
220
1202
$11.1K ﹤0.01%
1,330
1203
$11K ﹤0.01%
7,060
1204
$11K ﹤0.01%
219
+17
1205
$10.9K ﹤0.01%
+500
1206
$10.8K ﹤0.01%
+68
1207
$10.8K ﹤0.01%
59
1208
$10.8K ﹤0.01%
200
1209
$10.8K ﹤0.01%
152
1210
$10.7K ﹤0.01%
+290
1211
$10.6K ﹤0.01%
650
+400
1212
$10.3K ﹤0.01%
+337
1213
$10.2K ﹤0.01%
361
1214
$10.2K ﹤0.01%
345
-199
1215
$10.1K ﹤0.01%
500
1216
$10.1K ﹤0.01%
200
-200
1217
$9.86K ﹤0.01%
136
1218
$9.84K ﹤0.01%
77
1219
$9.78K ﹤0.01%
+73
1220
$9.77K ﹤0.01%
250
1221
$9.75K ﹤0.01%
150
1222
$9.72K ﹤0.01%
1,500
1223
$9.67K ﹤0.01%
41
+36
1224
$9.63K ﹤0.01%
400
1225
$9.59K ﹤0.01%
322
47 48
49
50 51