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
551
$398K 0.01%
5,545
552
$398K 0.01%
+40,369
553
$397K 0.01%
26,074
554
$396K 0.01%
9,370
-964
555
$392K 0.01%
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-393
556
$390K 0.01%
+39,300
557
$386K 0.01%
58,553
-26,744
558
$384K 0.01%
37,814
559
$383K 0.01%
6,557
+6,211
560
$383K 0.01%
62,005
-6,000
561
$381K 0.01%
+38,540
562
$378K 0.01%
+7,700
563
$377K 0.01%
1,348
-25
564
$376K 0.01%
28,454
565
$375K 0.01%
2,073
566
$373K 0.01%
18,971
-10
567
$373K 0.01%
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$371K 0.01%
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569
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27,619
570
$369K 0.01%
1,400
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571
$368K 0.01%
3,602
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572
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+3,800
573
$359K 0.01%
25,782
574
$358K 0.01%
+35,993
575
$357K 0.01%
+36,100
21 22
23
24 25