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
1326
$11K ﹤0.01%
+79
1327
$11K ﹤0.01%
210
1328
$11K ﹤0.01%
280
1329
$11K ﹤0.01%
168
1330
$11K ﹤0.01%
823
1331
$11K ﹤0.01%
+200
1332
$10K ﹤0.01%
257
1333
$10K ﹤0.01%
347
1334
$10K ﹤0.01%
300
-160
1335
$10K ﹤0.01%
494
+300
1336
$10K ﹤0.01%
+380
1337
$10K ﹤0.01%
200
1338
$10K ﹤0.01%
300
+100
1339
$10K ﹤0.01%
388
1340
$10K ﹤0.01%
225
+53
1341
$10K ﹤0.01%
550
1342
$10K ﹤0.01%
+975
1343
$10K ﹤0.01%
+1,000
1344
$10K ﹤0.01%
400
1345
$10K ﹤0.01%
+16,710
1346
$10K ﹤0.01%
+1,000
1347
$10K ﹤0.01%
+1,000
1348
$9K ﹤0.01%
2,420
1349
$9K ﹤0.01%
50
1350
$9K ﹤0.01%
+228
52 53
54
55 56