AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
+$81.7M
2
+$22.1M
3
+$20.6M
4
BERY
Berry Global Group, Inc.
BERY
+$18.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.5M

Top Sells

1
+$23.6M
2
+$19.6M
3
+$13.5M
4
DBD
Diebold Nixdorf Incorporated
DBD
+$11.5M
5
VZ icon
Verizon
VZ
+$11.1M

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
1076
$38K ﹤0.01%
+1,449
1077
$38K ﹤0.01%
657
+474
1078
$38K ﹤0.01%
600
1079
$37K ﹤0.01%
1,200
1080
$37K ﹤0.01%
656
+452
1081
$37K ﹤0.01%
772
-64,458
1082
$37K ﹤0.01%
397
1083
$37K ﹤0.01%
2,304
1084
$37K ﹤0.01%
620
1085
$37K ﹤0.01%
3,332
1086
$37K ﹤0.01%
132
-63
1087
$37K ﹤0.01%
1,000
1088
$37K ﹤0.01%
1,310
1089
$36K ﹤0.01%
400
-232
1090
$36K ﹤0.01%
800
1091
$36K ﹤0.01%
600
-600
1092
$36K ﹤0.01%
2,220
1093
$36K ﹤0.01%
2,222
1094
$35K ﹤0.01%
1,325
1095
$35K ﹤0.01%
1,077
+7
1096
$34K ﹤0.01%
1,443
-30
1097
$34K ﹤0.01%
+300
1098
$34K ﹤0.01%
1,000
1099
$34K ﹤0.01%
500
1100
$33K ﹤0.01%
175
42 43
44
45 46