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
651
$244K 0.01%
3,000
-1,033
652
$241K 0.01%
3,481
-13,659
653
$241K 0.01%
+25,000
654
$237K 0.01%
3,461
-483
655
$236K 0.01%
4,332
+277
656
$235K 0.01%
15,000
657
$235K 0.01%
840
-44
658
$233K 0.01%
95,257
659
$233K 0.01%
555
660
$230K 0.01%
9,583
661
$230K 0.01%
5,141
-70
662
$230K 0.01%
5,982
-397
663
$229K 0.01%
+1,000
664
$226K 0.01%
+22,800
665
$225K 0.01%
+22,805
666
$221K 0.01%
+22,100
667
$221K 0.01%
13,110
668
$220K 0.01%
+21,989
669
$219K 0.01%
1,200
670
$217K 0.01%
+1,000
671
$214K 0.01%
54,017
+49,000
672
$209K 0.01%
25,590
673
$209K 0.01%
11,585
-3,000
674
$204K 0.01%
6,312
-6,365
675
$204K 0.01%
600
25 26
27
28 29