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
926
$65K ﹤0.01%
1,000
927
$65K ﹤0.01%
+6,709
928
$64K ﹤0.01%
2,428
+919
929
$64K ﹤0.01%
347
930
$64K ﹤0.01%
+6,443
931
$63K ﹤0.01%
6,500
932
$63K ﹤0.01%
1,518
933
$63K ﹤0.01%
754
+38
934
$63K ﹤0.01%
+6,300
935
$62K ﹤0.01%
1,750
936
$62K ﹤0.01%
+6,300
937
$61K ﹤0.01%
+6,100
938
$61K ﹤0.01%
+6,300
939
$61K ﹤0.01%
+6,300
940
$60K ﹤0.01%
1,925
941
$60K ﹤0.01%
3,526
942
$60K ﹤0.01%
450
943
$60K ﹤0.01%
430
+140
944
$60K ﹤0.01%
576
+178
945
$60K ﹤0.01%
+100
946
$60K ﹤0.01%
900
-946
947
$60K ﹤0.01%
+6,000
948
$60K ﹤0.01%
+6,200
949
$60K ﹤0.01%
+20,700
950
$59K ﹤0.01%
2,000
36 37
38
39 40