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
1101
$33K ﹤0.01%
100
1102
$33K ﹤0.01%
+3,300
1103
$33K ﹤0.01%
+3,366
1104
$33K ﹤0.01%
1,850
1105
$32K ﹤0.01%
533
-24
1106
$32K ﹤0.01%
+3,200
1107
$31K ﹤0.01%
+1,209
1108
$31K ﹤0.01%
508
+8
1109
$31K ﹤0.01%
+3,200
1110
$30K ﹤0.01%
1,700
1111
$30K ﹤0.01%
1,388
1112
$30K ﹤0.01%
3,000
1113
$30K ﹤0.01%
518
-35
1114
$30K ﹤0.01%
2,158
-7,375
1115
$30K ﹤0.01%
4,268
1116
$30K ﹤0.01%
2,750
1117
$29K ﹤0.01%
660
1118
$29K ﹤0.01%
400
1119
$29K ﹤0.01%
471
1120
$29K ﹤0.01%
280
+240
1121
$29K ﹤0.01%
1,659
1122
$29K ﹤0.01%
425
1123
$29K ﹤0.01%
560
1124
$29K ﹤0.01%
+2,935
1125
$29K ﹤0.01%
350
+50
43 44
45
46 47