AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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 8.43%
5 Financials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
-9,183
1677
-700
1678
-97
1679
-70
1680
0
1681
-33,045
1682
-78,173
1683
-11,300
1684
$0 ﹤0.01%
6,540
1685
-12,100
1686
0
1687
$0 ﹤0.01%
142
1688
$0 ﹤0.01%
1,000
1689
-9,900
1690
-74,080
1691
-4,901
1692
-22,382
1693
0
1694
-13,514
1695
0
1696
-3,050
1697
-222
1698
-12,374
1699
-10,000
1700
-42,220