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
1651
$18 ﹤0.01%
3,200
1652
$9 ﹤0.01%
2
1653
$9 ﹤0.01%
2,600
1654
$9 ﹤0.01%
220
1655
$8 ﹤0.01%
103
1656
– –
-140
1657
$6 ﹤0.01%
5,298
1658
$3 ﹤0.01%
+1
1659
$3 ﹤0.01%
2,000
1660
$2 ﹤0.01%
310
1661
$1 ﹤0.01%
87
1662
$1 ﹤0.01%
6,500
1663
– –
-830
1664
– –
-10,000
1665
– –
-42,220
1666
– –
-333
1667
– –
-150
1668
– –
-50
1669
– –
-148
1670
– –
-57
1671
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-51
1672
– –
-18,000
1673
– –
-3,228
1674
– –
-300
1675
– –
-3,006
65 66
67
68 69