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
576
$353K 0.01%
10,900
577
$351K 0.01%
2,975
-42
578
$350K 0.01%
938
-25
579
$350K 0.01%
5,978
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580
$349K 0.01%
+4,000
581
$348K 0.01%
5,650
-422
582
$344K 0.01%
4,098
-189,776
583
$344K 0.01%
1,708
584
$344K 0.01%
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585
$343K 0.01%
3,821
586
$341K 0.01%
7,000
587
$339K 0.01%
22,779
+6,000
588
$338K 0.01%
5,223
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589
$335K 0.01%
+6,560
590
$335K 0.01%
7,085
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591
$334K 0.01%
23,836
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592
$331K 0.01%
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593
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594
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1,275
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595
$328K 0.01%
2,974
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596
$326K 0.01%
4,715
597
$325K 0.01%
84,545
598
$323K 0.01%
34,700
599
$323K 0.01%
8,204
+112
600
$323K 0.01%
+33,421
22 23
24
25 26