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
201
$3.47M 0.08%
70,876
202
$3.47M 0.08%
63,704
+32,031
203
$3.47M 0.08%
385,868
-338,217
204
$3.46M 0.08%
170,779
-192
205
$3.4M 0.08%
262,919
+102,660
206
$3.32M 0.08%
84,545
-29,410
207
$3.2M 0.07%
53,655
208
$3.2M 0.07%
101,430
+48,820
209
$2.97M 0.07%
23,364
-134
210
$2.97M 0.07%
40,998
-39
211
$2.94M 0.07%
43,355
-141
212
$2.93M 0.07%
62,150
-4,146
213
$2.92M 0.07%
14,198
-194
214
$2.92M 0.07%
117,813
+146
215
$2.89M 0.07%
413,930
-24,679
216
$2.85M 0.07%
46,528
+3,435
217
$2.82M 0.06%
5,897
-110
218
$2.81M 0.06%
15,695
-220
219
$2.78M 0.06%
295,156
+59,601
220
$2.76M 0.06%
120,004
-4,588
221
$2.74M 0.06%
26,141
+1,786
222
$2.74M 0.06%
33,789
-4,658
223
$2.72M 0.06%
97,455
+2,130
224
$2.7M 0.06%
269,834
+18,050
225
$2.7M 0.06%
54,851
+9,692
7 8
9
10 11