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
1301
$12K ﹤0.01%
35
1302
$12K ﹤0.01%
200
1303
$12K ﹤0.01%
100
1304
$12K ﹤0.01%
136
-189
1305
$12K ﹤0.01%
500
1306
$12K ﹤0.01%
+341
1307
$12K ﹤0.01%
+481
1308
$12K ﹤0.01%
+140
1309
$12K ﹤0.01%
477
1310
$12K ﹤0.01%
10
1311
$12K ﹤0.01%
769
1312
$12K ﹤0.01%
666
1313
$12K ﹤0.01%
100
1314
$12K ﹤0.01%
50
1315
$12K ﹤0.01%
500
1316
$12K ﹤0.01%
29
1317
$12K ﹤0.01%
+1,205
1318
$12K ﹤0.01%
+1,200
1319
$12K ﹤0.01%
+16,666
1320
$12K ﹤0.01%
250,000
1321
$11K ﹤0.01%
130
+13
1322
$11K ﹤0.01%
313
1323
$11K ﹤0.01%
+163
1324
$11K ﹤0.01%
184
+175
1325
$11K ﹤0.01%
+32
51 52
53
54 55