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
1226
$9.53K ﹤0.01%
+64
1227
$9.53K ﹤0.01%
300
1228
$9.51K ﹤0.01%
200
1229
$9.46K ﹤0.01%
+58
1230
$9.45K ﹤0.01%
+538
1231
$9.37K ﹤0.01%
200
1232
$9.37K ﹤0.01%
+67
1233
$9.2K ﹤0.01%
609
1234
$9.16K ﹤0.01%
102
1235
$9.15K ﹤0.01%
70
-133
1236
$9.15K ﹤0.01%
318
1237
$9.09K ﹤0.01%
74
1238
$9.07K ﹤0.01%
21
1239
$9.04K ﹤0.01%
200
1240
$9K ﹤0.01%
232
1241
$8.96K ﹤0.01%
+441
1242
$8.94K ﹤0.01%
150
1243
$8.84K ﹤0.01%
+160
1244
$8.77K ﹤0.01%
80
-200
1245
$8.72K ﹤0.01%
29
1246
$8.68K ﹤0.01%
206
1247
$8.65K ﹤0.01%
3,015
1248
$8.64K ﹤0.01%
620
-150
1249
$8.63K ﹤0.01%
+400
1250
$8.49K ﹤0.01%
1,320
48 49
50
51 52