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
526
$446K 0.01%
17,500
+2,500
527
$446K 0.01%
+45,136
528
$445K 0.01%
+45,192
529
$439K 0.01%
200,389
-244,676
530
$436K 0.01%
+15,656
531
$435K 0.01%
43,118
532
$431K 0.01%
+54,888
533
$430K 0.01%
8,667
-401
534
$429K 0.01%
4,290
535
$428K 0.01%
3,124
536
$428K 0.01%
37,820
537
$428K 0.01%
+43,102
538
$426K 0.01%
11,103
539
$426K 0.01%
+42,846
540
$425K 0.01%
9,775
541
$422K 0.01%
1,485
+235
542
$419K 0.01%
4,751
543
$417K 0.01%
10,311
-3,023
544
$415K 0.01%
10,917
-100,747
545
$407K 0.01%
+20,340
546
$406K 0.01%
25,392
547
$406K 0.01%
3,934
548
$406K 0.01%
32,291
549
$404K 0.01%
6,664
+5
550
$402K 0.01%
12,287
20 21
22
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