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
176
$4.1M 0.09%
21,059
+20,653
177
$4.09M 0.09%
236,385
+4,571
178
$4.02M 0.09%
19,422
-529
179
$4.01M 0.09%
19,448
-746
180
$4.01M 0.09%
154,092
+10,745
181
$4M 0.09%
316,816
-253,210
182
$3.97M 0.09%
280,909
-4,729
183
$3.95M 0.09%
329,457
+267,197
184
$3.89M 0.09%
47,120
+14,710
185
$3.78M 0.09%
106,676
-47,558
186
$3.77M 0.09%
42,550
-239
187
$3.77M 0.09%
43,233
-545
188
$3.73M 0.09%
65,993
+814
189
$3.72M 0.09%
123,258
+5,930
190
$3.69M 0.08%
82,575
-12,919
191
$3.68M 0.08%
29,244
-305
192
$3.57M 0.08%
182,828
-9,858
193
$3.56M 0.08%
20,463
-58,055
194
$3.56M 0.08%
248,280
+1,100
195
$3.56M 0.08%
39,950
196
$3.52M 0.08%
108,444
-40,654
197
$3.52M 0.08%
34,689
-174
198
$3.52M 0.08%
271,531
-58,045
199
$3.49M 0.08%
14,117
+3,004
200
$3.49M 0.08%
806,062
-165,578
6 7
8
9 10