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
851
$93K ﹤0.01%
+1,000
852
$92K ﹤0.01%
600
853
$92K ﹤0.01%
2,569
+1
854
$91K ﹤0.01%
3,380
855
$91K ﹤0.01%
668
856
$91K ﹤0.01%
5,909
857
$90K ﹤0.01%
1,200
+1,000
858
$90K ﹤0.01%
4,504
859
$90K ﹤0.01%
2,500
860
$89K ﹤0.01%
3,499
861
$89K ﹤0.01%
30,000
862
$89K ﹤0.01%
960
863
$88K ﹤0.01%
3,610
864
$88K ﹤0.01%
1,150
865
$88K ﹤0.01%
+3,007
866
$88K ﹤0.01%
5,500
867
$88K ﹤0.01%
1,450
868
$87K ﹤0.01%
666
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869
$87K ﹤0.01%
+8,800
870
$87K ﹤0.01%
1,500
-403,550
871
$86K ﹤0.01%
6,890
-21,534
872
$86K ﹤0.01%
4,600
873
$86K ﹤0.01%
980
+128
874
$86K ﹤0.01%
4,500
875
$85K ﹤0.01%
1,041
33 34
35
36 37