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
476
$573K 0.02%
6,463
-188
477
$571K 0.02%
+55,560
478
$567K 0.02%
6,732
479
$563K 0.02%
19,800
480
$562K 0.02%
2,510
481
$553K 0.02%
111,605
-17,449
482
$553K 0.02%
+55,400
483
$552K 0.02%
6,040
+1,000
484
$551K 0.02%
3,676
+95
485
$550K 0.02%
42,320
486
$548K 0.02%
+44,614
487
$545K 0.02%
2,405
+20
488
$545K 0.02%
1,113
489
$544K 0.02%
9,528
+13
490
$536K 0.01%
22,041
+24
491
$534K 0.01%
16,900
+4,700
492
$532K 0.01%
15,892
493
$530K 0.01%
6,733
-237
494
$529K 0.01%
85,450
495
$525K 0.01%
28,401
+27,928
496
$519K 0.01%
37,383
-2,099
497
$518K 0.01%
10,250
498
$517K 0.01%
1,350
-56
499
$515K 0.01%
1,561
500
$507K 0.01%
+51,398
18 19
20
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