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
1476
$1.16K ﹤0.01%
20
1477
$1.16K ﹤0.01%
13,455
1478
$1.15K ﹤0.01%
110
1479
$1.15K ﹤0.01%
258
-1,307
1480
$1.14K ﹤0.01%
847
1481
$1.13K ﹤0.01%
63
1482
$1.13K ﹤0.01%
8,791
1483
$1.13K ﹤0.01%
18
1484
$1.11K ﹤0.01%
46
-1,000
1485
$1.09K ﹤0.01%
23,040
1486
$1.07K ﹤0.01%
18,700
1487
$1.06K ﹤0.01%
8,006
1488
$1.03K ﹤0.01%
35
1489
$1.01K ﹤0.01%
645
1490
$1K ﹤0.01%
25,000
1491
$958 ﹤0.01%
479
1492
$943 ﹤0.01%
75
1493
$919 ﹤0.01%
+6,340
1494
$900 ﹤0.01%
6,000
1495
$885 ﹤0.01%
59,000
1496
$860 ﹤0.01%
20
1497
$853 ﹤0.01%
10,050
1498
$829 ﹤0.01%
52,800
1499
$809 ﹤0.01%
+11,250
1500
$806 ﹤0.01%
+200
58 59
60
61 62