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
976
$53K ﹤0.01%
1,497
977
$53K ﹤0.01%
338
-8
978
$53K ﹤0.01%
175
979
$53K ﹤0.01%
600
980
$53K ﹤0.01%
600
981
$53K ﹤0.01%
662
-150
982
$52K ﹤0.01%
1,750
983
$52K ﹤0.01%
660
984
$52K ﹤0.01%
35
-9
985
$52K ﹤0.01%
700
986
$52K ﹤0.01%
5,000
987
$52K ﹤0.01%
+3,000
988
$51K ﹤0.01%
1,003
+3
989
$51K ﹤0.01%
1,500
-1,500
990
$51K ﹤0.01%
+758
991
$51K ﹤0.01%
1,538
992
$51K ﹤0.01%
480
-103
993
$51K ﹤0.01%
+5,000
994
$51K ﹤0.01%
+5,100
995
$51K ﹤0.01%
900
996
$50K ﹤0.01%
1,091
997
$50K ﹤0.01%
+2,000
998
$50K ﹤0.01%
1,026
999
$50K ﹤0.01%
+5,000
1000
$50K ﹤0.01%
12,296
+299
38 39
40
41 42