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
951
$59K ﹤0.01%
500
952
$59K ﹤0.01%
9,150
-17,000
953
$59K ﹤0.01%
+15,000
954
$58K ﹤0.01%
+500
955
$58K ﹤0.01%
320
956
$57K ﹤0.01%
3,331
957
$57K ﹤0.01%
1,000
958
$57K ﹤0.01%
365
959
$56K ﹤0.01%
800
-2,163
960
$56K ﹤0.01%
1,065
961
$56K ﹤0.01%
1,700
-250
962
$56K ﹤0.01%
2,400
+400
963
$56K ﹤0.01%
900
-41,296
964
$56K ﹤0.01%
+5,675
965
$55K ﹤0.01%
1,100
966
$55K ﹤0.01%
920
967
$55K ﹤0.01%
+5,500
968
$54K ﹤0.01%
330
969
$54K ﹤0.01%
1,200
970
$54K ﹤0.01%
1,084
+1
971
$54K ﹤0.01%
195
+28
972
$54K ﹤0.01%
+5,400
973
$53K ﹤0.01%
400
-100
974
$53K ﹤0.01%
1,400
975
$53K ﹤0.01%
+2,300
37 38
39
40 41