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
101
$7.99M 0.18%
268,828
-46,710
102
$7.94M 0.18%
114,671
+13,500
103
$7.77M 0.18%
155,711
-2,029
104
$7.65M 0.18%
22,706
-168
105
$7.57M 0.17%
39,528
-628
106
$7.55M 0.17%
196,460
+8,040
107
$7.53M 0.17%
216,712
+14,190
108
$7.47M 0.17%
84,120
-4,730
109
$7.37M 0.17%
32,230
+3,944
110
$7.33M 0.17%
85,320
+13,207
111
$7.31M 0.17%
29,712
+537
112
$7.3M 0.17%
16,435
-1,558
113
$7.22M 0.17%
59,029
-69,031
114
$7.18M 0.16%
172,001
-20,320
115
$7.08M 0.16%
255,277
+6,757
116
$7M 0.16%
1,930
-46
117
$6.99M 0.16%
750,610
-85,330
118
$6.95M 0.16%
41,029
+2,041
119
$6.87M 0.16%
146,977
-91,516
120
$6.82M 0.16%
60,021
-2,025
121
$6.79M 0.16%
41,583
-1,529
122
$6.65M 0.15%
12,385
-632
123
$6.63M 0.15%
157,827
-408
124
$6.55M 0.15%
+128,610
125
$6.45M 0.15%
31,559
+7
3 4
5
6 7