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
1226
$19K ﹤0.01%
600
1227
$18K ﹤0.01%
461
1228
$18K ﹤0.01%
185
1229
$18K ﹤0.01%
534
1230
$18K ﹤0.01%
1,272
-82,541
1231
$18K ﹤0.01%
75
1232
$18K ﹤0.01%
344
1233
$18K ﹤0.01%
+1,800
1234
$18K ﹤0.01%
+1,800
1235
$17K ﹤0.01%
100
1236
$17K ﹤0.01%
82
-11
1237
$17K ﹤0.01%
621
-43
1238
$17K ﹤0.01%
150
1239
$17K ﹤0.01%
100
-25
1240
$17K ﹤0.01%
+450
1241
$17K ﹤0.01%
780
1242
$17K ﹤0.01%
+1,000
1243
$17K ﹤0.01%
+1
1244
$17K ﹤0.01%
2,500
1245
$17K ﹤0.01%
+1,700
1246
$16K ﹤0.01%
450
1247
$16K ﹤0.01%
500
1248
$16K ﹤0.01%
500
1249
$16K ﹤0.01%
116
1250
$16K ﹤0.01%
1,000
48 49
50
51 52