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
1176
$23K ﹤0.01%
500
1177
$23K ﹤0.01%
48
-23
1178
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1,698
1179
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1180
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1181
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-165
1183
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257
+2
1184
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805
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720
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1189
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+1,000
1190
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+1,000
1191
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1192
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1193
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2,119
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100
1196
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1197
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163
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1198
$21K ﹤0.01%
+2,100
1199
$21K ﹤0.01%
+903
1200
$21K ﹤0.01%
800