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
1701
– –
-50
1702
– –
-24
1703
– –
0
1704
– –
-18,071
1705
– –
-12,590
1706
– –
-15
1707
– –
-5,500
1708
– –
-1,444,386
1709
– –
0
1710
– –
-41,528
1711
– –
-126,553
1712
– –
-1,200
1713
– –
-54
1714
– –
0
1715
– –
-3,400
1716
– –
-100
1717
– –
0
1718
– –
-8,000
1719
– –
-1,300
1720
– –
-310
1721
– –
-3,936
1722
– –
-16,300
1723
– –
-124
1724
– –
-750
1725
– –
-8,512
67 68
69
70 71