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
1026
$46K ﹤0.01%
4,538
1027
$46K ﹤0.01%
374
+58
1028
$46K ﹤0.01%
400
1029
$46K ﹤0.01%
500
1030
$46K ﹤0.01%
+300
1031
$45K ﹤0.01%
1,620
1032
$45K ﹤0.01%
800
1033
$45K ﹤0.01%
3,700
-2,500
1034
$45K ﹤0.01%
13,293
1035
$44K ﹤0.01%
720
-246
1036
$44K ﹤0.01%
640
-200
1037
$44K ﹤0.01%
1,117
1038
$44K ﹤0.01%
869
+3
1039
$44K ﹤0.01%
708
+5
1040
$44K ﹤0.01%
2,800
1041
$43K ﹤0.01%
325
1042
$43K ﹤0.01%
1,576
1043
$43K ﹤0.01%
1,180
1044
$43K ﹤0.01%
633
1045
$43K ﹤0.01%
1,050
1046
$42K ﹤0.01%
5,535
-400
1047
$42K ﹤0.01%
1,966
1048
$41K ﹤0.01%
+925
1049
$41K ﹤0.01%
702
-39
1050
$41K ﹤0.01%
788
40 41
42
43 44