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
826
$100K ﹤0.01%
+10,000
827
$100K ﹤0.01%
+10,100
828
$99K ﹤0.01%
1,500
829
$99K ﹤0.01%
2,495
-89,683
830
$99K ﹤0.01%
+5,882
831
$99K ﹤0.01%
1,631
832
$99K ﹤0.01%
+30,600
833
$99K ﹤0.01%
5,502
+5,000
834
$99K ﹤0.01%
+9,900
835
$98K ﹤0.01%
256
836
$97K ﹤0.01%
12,740
837
$97K ﹤0.01%
3,307
-165
838
$97K ﹤0.01%
+16,860
839
$97K ﹤0.01%
+10,000
840
$96K ﹤0.01%
+9,600
841
$95K ﹤0.01%
1,275
+525
842
$94K ﹤0.01%
2,879
843
$94K ﹤0.01%
666
-93
844
$94K ﹤0.01%
3,525
+1,525
845
$94K ﹤0.01%
955
846
$94K ﹤0.01%
+27,000
847
$93K ﹤0.01%
523
+273
848
$93K ﹤0.01%
+9,375
849
$93K ﹤0.01%
562
-107
850
$93K ﹤0.01%
1,000
+28
32 33
34
35 36