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
1401
$2.61K ﹤0.01%
24,522
1402
$2.6K ﹤0.01%
62
1403
$2.53K ﹤0.01%
19,700
1404
$2.5K ﹤0.01%
50
1405
$2.48K ﹤0.01%
17
+5
1406
$2.48K ﹤0.01%
100
1407
$2.42K ﹤0.01%
94
1408
$2.41K ﹤0.01%
100
1409
$2.38K ﹤0.01%
56
1410
$2.37K ﹤0.01%
12
-340
1411
$2.34K ﹤0.01%
60
1412
$2.29K ﹤0.01%
150
1413
$2.28K ﹤0.01%
18
1414
$2.27K ﹤0.01%
+29
1415
$2.23K ﹤0.01%
3
1416
$2.22K ﹤0.01%
13,850
1417
$2.11K ﹤0.01%
286
1418
$2.11K ﹤0.01%
17,548
1419
$2.1K ﹤0.01%
100
1420
$2.1K ﹤0.01%
287
1421
$2.05K ﹤0.01%
10
1422
$2.03K ﹤0.01%
+125
1423
$2.01K ﹤0.01%
6
1424
$2.01K ﹤0.01%
100
1425
$1.96K ﹤0.01%
20
55 56
57
58 59