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
626
$276K 0.01%
3,483
627
$274K 0.01%
1,945
-900
628
$273K 0.01%
7,300
629
$272K 0.01%
1,928
+201
630
$272K 0.01%
+27,600
631
$270K 0.01%
12,700
632
$269K 0.01%
+27,071
633
$268K 0.01%
5,036
-33,000
634
$266K 0.01%
+26,773
635
$264K 0.01%
19,691
+9,691
636
$263K 0.01%
28,340
637
$262K 0.01%
2,875
638
$261K 0.01%
2,880
+135
639
$260K 0.01%
8,777
+135
640
$260K 0.01%
1,540
641
$256K 0.01%
2,554
-530
642
$256K 0.01%
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643
$254K 0.01%
4,000
644
$252K 0.01%
2,250
645
$252K 0.01%
+1,801
646
$252K 0.01%
6,048
647
$251K 0.01%
2,297
648
$246K 0.01%
14,767
+1,450
649
$246K 0.01%
2,403
+154
650
$246K 0.01%
+3,100
24 25
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