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
1001
$50K ﹤0.01%
+5,000
1002
$50K ﹤0.01%
+5,000
1003
$50K ﹤0.01%
+5,000
1004
$50K ﹤0.01%
+5,000
1005
$50K ﹤0.01%
367
-313
1006
$49K ﹤0.01%
+5,000
1007
$49K ﹤0.01%
696
-225
1008
$49K ﹤0.01%
200
1009
$49K ﹤0.01%
864
1010
$49K ﹤0.01%
2,076
1011
$49K ﹤0.01%
1,025
1012
$49K ﹤0.01%
528
-29
1013
$49K ﹤0.01%
600
-62
1014
$49K ﹤0.01%
1,000
1015
$49K ﹤0.01%
+5,000
1016
$49K ﹤0.01%
+5,000
1017
$49K ﹤0.01%
+5,043
1018
$49K ﹤0.01%
+5,000
1019
$48K ﹤0.01%
2,500
1020
$48K ﹤0.01%
405
+5
1021
$48K ﹤0.01%
+850
1022
$48K ﹤0.01%
150
-44
1023
$48K ﹤0.01%
288
1024
$48K ﹤0.01%
+4,813
1025
$47K ﹤0.01%
2,500
39 40
41
42 43