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
901
$72K ﹤0.01%
+7,300
902
$72K ﹤0.01%
1,139
903
$71K ﹤0.01%
1,142
-112
904
$71K ﹤0.01%
3,099
+1,306
905
$71K ﹤0.01%
3,458
906
$70K ﹤0.01%
+10,000
907
$70K ﹤0.01%
+7,100
908
$70K ﹤0.01%
+7,000
909
$70K ﹤0.01%
+7,000
910
$70K ﹤0.01%
+7,000
911
$70K ﹤0.01%
+6,999
912
$69K ﹤0.01%
970
913
$69K ﹤0.01%
476
914
$68K ﹤0.01%
895
+2
915
$68K ﹤0.01%
2,483
916
$68K ﹤0.01%
+7,041
917
$68K ﹤0.01%
+2,000
918
$67K ﹤0.01%
2,750
919
$67K ﹤0.01%
1,600
920
$67K ﹤0.01%
491
-154
921
$66K ﹤0.01%
710
-27,309
922
$66K ﹤0.01%
289
+287
923
$66K ﹤0.01%
1,170
924
$66K ﹤0.01%
20,000
925
$65K ﹤0.01%
2,400
35 36
37
38 39