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
1501
$802 ﹤0.01%
+33
1502
$801 ﹤0.01%
36
1503
$791 ﹤0.01%
6,000
1504
$790 ﹤0.01%
149
1505
$779 ﹤0.01%
39
1506
$777 ﹤0.01%
52
1507
$770 ﹤0.01%
32
1508
$766 ﹤0.01%
4,366
1509
$754 ﹤0.01%
27
1510
$749 ﹤0.01%
4
-11
1511
$749 ﹤0.01%
127
1512
$745 ﹤0.01%
23,200
1513
$734 ﹤0.01%
33
1514
$731 ﹤0.01%
28,000
1515
$726 ﹤0.01%
10,449
1516
$725 ﹤0.01%
10,000
1517
$718 ﹤0.01%
6,450
1518
$685 ﹤0.01%
+19
1519
$672 ﹤0.01%
32,000
1520
$670 ﹤0.01%
13
1521
$652 ﹤0.01%
117
1522
$647 ﹤0.01%
9,996
1523
$640 ﹤0.01%
6
-3
1524
$619 ﹤0.01%
6,194
1525
$606 ﹤0.01%
5,050
59 60
61
62 63