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
1201
$21K ﹤0.01%
+2,100
1202
$21K ﹤0.01%
+903
1203
$20K ﹤0.01%
400
-370
1204
$20K ﹤0.01%
480
+300
1205
$20K ﹤0.01%
288
+13
1206
$20K ﹤0.01%
381
1207
$20K ﹤0.01%
1,250
1208
$20K ﹤0.01%
800
1209
$20K ﹤0.01%
300
+70
1210
$20K ﹤0.01%
+204
1211
$20K ﹤0.01%
+1,500
1212
$20K ﹤0.01%
+2,000
1213
$20K ﹤0.01%
+2,000
1214
$20K ﹤0.01%
+2,000
1215
$20K ﹤0.01%
800
-67,230
1216
$19K ﹤0.01%
31
+9
1217
$19K ﹤0.01%
414
1218
$19K ﹤0.01%
442
1219
$19K ﹤0.01%
4,000
1220
$19K ﹤0.01%
186
1221
$19K ﹤0.01%
500
1222
$19K ﹤0.01%
1,000
1223
$19K ﹤0.01%
30
1224
$19K ﹤0.01%
+1,900
1225
$19K ﹤0.01%
+35,000
47 48
49
50 51