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
1426
$1.94K ﹤0.01%
3
1427
$1.94K ﹤0.01%
1,600
-2,300
1428
$1.89K ﹤0.01%
+110
1429
$1.86K ﹤0.01%
25
1430
$1.85K ﹤0.01%
31
1431
$1.84K ﹤0.01%
+17
1432
$1.83K ﹤0.01%
8,800
1433
$1.82K ﹤0.01%
155
1434
$1.81K ﹤0.01%
20,339
1435
$1.81K ﹤0.01%
+5
1436
$1.79K ﹤0.01%
+128
1437
$1.79K ﹤0.01%
6,000
1438
$1.75K ﹤0.01%
+42
1439
$1.74K ﹤0.01%
135
1440
$1.74K ﹤0.01%
100
1441
$1.7K ﹤0.01%
20
1442
$1.68K ﹤0.01%
525
1443
$1.67K ﹤0.01%
41
1444
$1.65K ﹤0.01%
50
1445
$1.64K ﹤0.01%
12,552
1446
$1.63K ﹤0.01%
9
1447
$1.63K ﹤0.01%
126
1448
$1.61K ﹤0.01%
51
1449
$1.53K ﹤0.01%
185
1450
$1.52K ﹤0.01%
1,225
56 57
58
59 60