AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1151
$25K ﹤0.01%
143
1152
$25K ﹤0.01%
420
1153
$25K ﹤0.01%
230
1154
$25K ﹤0.01%
490
1155
$25K ﹤0.01%
167
1156
$25K ﹤0.01%
1,000
1157
$25K ﹤0.01%
710
-183
1158
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+140
1159
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200
1160
$25K ﹤0.01%
1,500
1161
$24K ﹤0.01%
538
1162
$24K ﹤0.01%
+219
1163
$24K ﹤0.01%
+990
1164
$24K ﹤0.01%
+308
1165
$24K ﹤0.01%
219
-55
1166
$24K ﹤0.01%
450
1167
$24K ﹤0.01%
614
1168
$24K ﹤0.01%
1,000
-950
1169
$24K ﹤0.01%
135
1170
$24K ﹤0.01%
110
1171
$24K ﹤0.01%
+2,400
1172
$23K ﹤0.01%
496
1173
$23K ﹤0.01%
240
1174
$23K ﹤0.01%
+440
1175
$23K ﹤0.01%
127
-34
45 46
47
48 49