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
451
$659K 0.02%
29,280
-1,000
452
$657K 0.02%
+67,706
453
$648K 0.02%
7,648
-200
454
$648K 0.02%
5,398
+4,238
455
$645K 0.02%
60,696
+17,072
456
$641K 0.02%
1,712
+12
457
$632K 0.02%
24,000
458
$620K 0.02%
2,414
+424
459
$616K 0.02%
43,230
+7,673
460
$608K 0.02%
23,224
+5,071
461
$607K 0.02%
11,754
462
$605K 0.02%
11,071
-1,280
463
$604K 0.02%
17,185
464
$603K 0.02%
43,853
+999
465
$596K 0.02%
2,049
-3
466
$596K 0.02%
23,463
-13,410
467
$593K 0.02%
16,417
468
$592K 0.02%
+59,519
469
$592K 0.02%
108,000
-779,550
470
$587K 0.02%
50,369
-30,877
471
$583K 0.02%
2,515
+77
472
$583K 0.02%
18,910
473
$575K 0.02%
7,683
+8
474
$574K 0.02%
126,557
475
$573K 0.02%
2,328
17 18
19
20 21