AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.59B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,940
New
Increased
Reduced
Closed

Top Buys

1
+$94.8M
2
+$22.1M
3
+$21.9M
4
BERY
Berry Global Group, Inc.
BERY
+$19.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.9M

Top Sells

1
+$23.4M
2
+$21M
3
+$15.9M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$11.8M
5
VZ icon
Verizon
VZ
+$11.4M

Sector Composition

1 Consumer Discretionary 13.73%
2 Industrials 12.71%
3 Financials 11.96%
4 Technology 10.62%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$989K 0.03%
112,600
+39,357
377
$982K 0.03%
5,777
-1,419
378
$978K 0.03%
15,463
-90
379
$971K 0.03%
+33,413
380
$968K 0.03%
26,263
+7,075
381
$961K 0.03%
11,999
-651
382
$959K 0.03%
+97,099
383
$952K 0.03%
+96,305
384
$949K 0.03%
8,257
+500
385
$948K 0.03%
10,385
-1,141
386
$943K 0.03%
5,235
+19
387
$942K 0.03%
7,503
388
$934K 0.03%
4,716
-14
389
$932K 0.03%
31,642
-21,257
390
$927K 0.03%
+93,489
391
$926K 0.03%
29,002
-1,331
392
$918K 0.03%
119,073
393
$915K 0.03%
17,497
+15,200
394
$914K 0.03%
+92,619
395
$914K 0.03%
+92,090
396
$869K 0.02%
125,502
+101,709
397
$868K 0.02%
7,850
+7,793
398
$868K 0.02%
+32,370
399
$855K 0.02%
2,616
-75
400
$852K 0.02%
5,457
+3,002
14 15
16
17 18