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
1126
$29K ﹤0.01%
+2,929
1127
$28K ﹤0.01%
450
1128
$28K ﹤0.01%
+2,800
1129
$27K ﹤0.01%
+2,700
1130
$27K ﹤0.01%
820
1131
$27K ﹤0.01%
244
1132
$27K ﹤0.01%
572
1133
$27K ﹤0.01%
600
1134
$27K ﹤0.01%
594
-312
1135
$27K ﹤0.01%
958
1136
$27K ﹤0.01%
463
-103
1137
$27K ﹤0.01%
155
1138
$26K ﹤0.01%
+348
1139
$26K ﹤0.01%
444
+239
1140
$26K ﹤0.01%
425
1141
$26K ﹤0.01%
452
+100
1142
$26K ﹤0.01%
1,200
-3,351
1143
$26K ﹤0.01%
344
1144
$26K ﹤0.01%
350
1145
$26K ﹤0.01%
+1,500
1146
$26K ﹤0.01%
1,265
1147
$25K ﹤0.01%
456
1148
$25K ﹤0.01%
250
1149
$25K ﹤0.01%
600
-100
1150
$25K ﹤0.01%
500
44 45
46
47 48