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
1601
$154 ﹤0.01%
44
1602
$152 ﹤0.01%
12,698
1603
$148 ﹤0.01%
65
1604
$145 ﹤0.01%
4,800
1605
$144 ﹤0.01%
5,050
1606
$139 ﹤0.01%
+14,004
1607
$133 ﹤0.01%
4
1608
$131 ﹤0.01%
1
1609
$127 ﹤0.01%
3,175
1610
$126 ﹤0.01%
7,900
1611
$124 ﹤0.01%
3,750
1612
$123 ﹤0.01%
4,300
1613
$122 ﹤0.01%
5,000
1614
$120 ﹤0.01%
2,600
1615
$119 ﹤0.01%
16,773
1616
$116 ﹤0.01%
3,100
1617
$116 ﹤0.01%
66
1618
$116 ﹤0.01%
11,585
1619
$111 ﹤0.01%
3,700
1620
$111 ﹤0.01%
7
1621
$108 ﹤0.01%
10,825
1622
$108 ﹤0.01%
2,500
1623
$105 ﹤0.01%
1,500
1624
$102 ﹤0.01%
6,293
1625
$100 ﹤0.01%
2,500
63 64
65
66 67