AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
+$81.7M
2
+$22.1M
3
+$20.6M
4
BERY
Berry Global Group, Inc.
BERY
+$18.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.5M

Top Sells

1
+$23.6M
2
+$19.6M
3
+$13.5M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$11.5M
5
VZ icon
Verizon
VZ
+$11.1M

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
701
$179K 0.01%
61
-12
702
$179K 0.01%
+18,098
703
$174K ﹤0.01%
1,092
+28
704
$173K ﹤0.01%
1,480
+57
705
$172K ﹤0.01%
710
706
$172K ﹤0.01%
+17,600
707
$171K ﹤0.01%
1,179
-75
708
$171K ﹤0.01%
775
709
$170K ﹤0.01%
7,782
710
$170K ﹤0.01%
4,320
+696
711
$168K ﹤0.01%
2,341
+240
712
$167K ﹤0.01%
+16,770
713
$166K ﹤0.01%
3,400
+600
714
$165K ﹤0.01%
4,848
-53,753
715
$164K ﹤0.01%
3,449
-1,353
716
$164K ﹤0.01%
933
717
$162K ﹤0.01%
4,300
718
$162K ﹤0.01%
6,937
719
$161K ﹤0.01%
+16,200
720
$161K ﹤0.01%
734
721
$159K ﹤0.01%
+3,755
722
$159K ﹤0.01%
4,625
+125
723
$159K ﹤0.01%
+15,900
724
$159K ﹤0.01%
+16,093
725
$158K ﹤0.01%
+16,000
27 28
29
30 31