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
1126
$29K ﹤0.01%
+2,929
1127
$28K ﹤0.01%
450
1128
$28K ﹤0.01%
+2,800
1129
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820
1130
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1131
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1135
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-103
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1137
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+2,700
1138
$26K ﹤0.01%
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1139
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444
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1140
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1141
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1,200
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1143
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1145
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+1,500
1146
$26K ﹤0.01%
1,265
1147
$25K ﹤0.01%
710
-183
1148
$25K ﹤0.01%
+140
1149
$25K ﹤0.01%
456
1150
$25K ﹤0.01%
250