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
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
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1081
$37K ﹤0.01%
1,310
1082
$37K ﹤0.01%
772
-64,458
1083
$37K ﹤0.01%
397
1084
$37K ﹤0.01%
2,304
1085
$37K ﹤0.01%
620
1086
$37K ﹤0.01%
3,332
1087
$37K ﹤0.01%
132
-63
1088
$37K ﹤0.01%
1,000
1089
$36K ﹤0.01%
400
-232
1090
$36K ﹤0.01%
800
1091
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600
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$35K ﹤0.01%
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$35K ﹤0.01%
1,077
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$34K ﹤0.01%
1,443
-30
1097
$34K ﹤0.01%
+300
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$34K ﹤0.01%
1,000
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$34K ﹤0.01%
500
1100
$33K ﹤0.01%
175