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
1276
$14K ﹤0.01%
1,500
1277
$14K ﹤0.01%
+270
1278
$14K ﹤0.01%
204
1279
$14K ﹤0.01%
+1,400
1280
$14K ﹤0.01%
+750
1281
$14K ﹤0.01%
925
1282
$14K ﹤0.01%
590
1283
$14K ﹤0.01%
+22,566
1284
$13K ﹤0.01%
225
1285
$13K ﹤0.01%
734
1286
$13K ﹤0.01%
475
-200
1287
$13K ﹤0.01%
104
1288
$13K ﹤0.01%
145
-90
1289
$13K ﹤0.01%
+300
1290
$13K ﹤0.01%
250
1291
– –
0
1292
$13K ﹤0.01%
765
1293
$13K ﹤0.01%
1,177
1294
$13K ﹤0.01%
175
1295
$13K ﹤0.01%
227
+22
1296
$13K ﹤0.01%
+25,150
1297
$13K ﹤0.01%
+800
1298
$13K ﹤0.01%
2,544,675
1299
$13K ﹤0.01%
84
1300
$13K ﹤0.01%
+7,400
50 51
52
53 54