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
1751
– –
-1,280
1752
– –
-4,490
1753
– –
-11,370
1754
– –
0
1755
– –
-33,343
1756
– –
-35
1757
– –
-107,143
1758
– –
-200
1759
– –
-6,340
1760
– –
-100
1761
– –
-21,701
1762
– –
-3,993
1763
$0 ﹤0.01%
2,000
1764
$0 ﹤0.01%
100
1765
$0 ﹤0.01%
10,000
1766
– –
-8,400
1767
$0 ﹤0.01%
28
1768
$0 ﹤0.01%
400
1769
$0 ﹤0.01%
2,500
1770
– –
0
1771
$0 ﹤0.01%
35,100
1772
$0 ﹤0.01%
9,450
+4,000
1773
$0 ﹤0.01%
2,544,675
1774
$0 ﹤0.01%
640
1775
$0 ﹤0.01%
6,000
68 69 70
71
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