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
501
$505K 0.01%
20,000
502
$505K 0.01%
+50,528
503
$497K 0.01%
+22,500
504
$493K 0.01%
24,668
-108,263
505
$493K 0.01%
+49,500
506
$492K 0.01%
5,400
507
$491K 0.01%
4,975
+1,425
508
$490K 0.01%
2,315
-197
509
$487K 0.01%
+50,300
510
$486K 0.01%
2,092
+44
511
$483K 0.01%
+48,872
512
$482K 0.01%
28,342
513
$481K 0.01%
12,834
+240
514
$479K 0.01%
+64,656
515
$479K 0.01%
26,450
516
$478K 0.01%
2,157
-107
517
$477K 0.01%
3,394
-55
518
$476K 0.01%
+48,063
519
$468K 0.01%
+52,713
520
$467K 0.01%
+47,000
521
$461K 0.01%
+46,600
522
$460K 0.01%
1,939
+400
523
$459K 0.01%
16,441
-300
524
$451K 0.01%
15,860
-8,169
525
$450K 0.01%
3,000
19 20
21
22 23