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
1051
$41K ﹤0.01%
180
+50
1052
$41K ﹤0.01%
382
1053
$41K ﹤0.01%
+4,152
1054
$41K ﹤0.01%
+4,200
1055
$40K ﹤0.01%
1,281
1056
$40K ﹤0.01%
2,319
1057
$40K ﹤0.01%
351
1058
$40K ﹤0.01%
430
1059
$40K ﹤0.01%
605
+5
1060
$40K ﹤0.01%
724
1061
$40K ﹤0.01%
730
1062
$39K ﹤0.01%
800
1063
$39K ﹤0.01%
1,539
1064
$39K ﹤0.01%
300
1065
$39K ﹤0.01%
1,580
+144
1066
$39K ﹤0.01%
+3,100
1067
$39K ﹤0.01%
+1,000
1068
$39K ﹤0.01%
+2,000
1069
$39K ﹤0.01%
+3,904
1070
$38K ﹤0.01%
+1,247
1071
$38K ﹤0.01%
846
1072
$38K ﹤0.01%
1,436
+1,018
1073
$38K ﹤0.01%
625
1074
$38K ﹤0.01%
107
+4
1075
$38K ﹤0.01%
561
-172
41 42
43
44 45