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
751
$142K ﹤0.01%
1,344
+240
752
$141K ﹤0.01%
1,156
-219
753
$141K ﹤0.01%
2,754
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754
$139K ﹤0.01%
1,013
-130
755
$139K ﹤0.01%
475
756
$137K ﹤0.01%
710
+156
757
$137K ﹤0.01%
5,112
758
$136K ﹤0.01%
8,456
759
$133K ﹤0.01%
15,989
760
$133K ﹤0.01%
1,450
761
$132K ﹤0.01%
8,000
+1,200
762
$131K ﹤0.01%
4,501
-125,287
763
$130K ﹤0.01%
9,760
764
$130K ﹤0.01%
5,574
765
$130K ﹤0.01%
1,395
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766
$129K ﹤0.01%
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767
$129K ﹤0.01%
+13,300
768
$129K ﹤0.01%
10,980
769
$128K ﹤0.01%
636
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$127K ﹤0.01%
1,700
771
$126K ﹤0.01%
19,400
-8,500
772
$126K ﹤0.01%
+12,700
773
$125K ﹤0.01%
1,157
-848
774
$125K ﹤0.01%
264
775
$124K ﹤0.01%
2,434