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
801
$113K ﹤0.01%
796
+108
802
$113K ﹤0.01%
+2,000
803
$112K ﹤0.01%
1,895
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$110K ﹤0.01%
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$109K ﹤0.01%
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806
$108K ﹤0.01%
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$108K ﹤0.01%
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$107K ﹤0.01%
1,688
-2,525
809
$106K ﹤0.01%
1,411
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$106K ﹤0.01%
2,139
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$106K ﹤0.01%
950
812
$106K ﹤0.01%
2,850
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$105K ﹤0.01%
2,685
814
$105K ﹤0.01%
5,000
815
$104K ﹤0.01%
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$101K ﹤0.01%
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$101K ﹤0.01%
2,500
+2,000
825
$100K ﹤0.01%
+10,100