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
426
$733K 0.02%
517
427
$732K 0.02%
+74,300
428
$727K 0.02%
27,460
+7,610
429
$719K 0.02%
15,428
-261
430
$712K 0.02%
648,040
431
$706K 0.02%
9,704
-123
432
$706K 0.02%
1,911
-294
433
$706K 0.02%
+71,294
434
$705K 0.02%
43,448
+48
435
$697K 0.02%
18,730
-5,020
436
$696K 0.02%
64,840
+32,500
437
$696K 0.02%
100,250
+72,738
438
$691K 0.02%
11,114
-231
439
$691K 0.02%
6,404
+315
440
$689K 0.02%
3,093
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441
$688K 0.02%
24,665
-2,799
442
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7,106
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24,713
444
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49,265
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445
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64,244
446
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+8,656
447
$678K 0.02%
24,689
448
$677K 0.02%
+70,000
449
$672K 0.02%
+67,677
450
$670K 0.02%
+67,497
16 17
18
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