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
1351
$9K ﹤0.01%
150
1352
$9K ﹤0.01%
500
1353
$9K ﹤0.01%
94
1354
$9K ﹤0.01%
200
1355
$9K ﹤0.01%
200
1356
$9K ﹤0.01%
1,078
1357
$9K ﹤0.01%
1,090
-24,212
1358
$9K ﹤0.01%
251
1359
$9K ﹤0.01%
+900
1360
$9K ﹤0.01%
525
1361
$9K ﹤0.01%
+20,000
1362
$8K ﹤0.01%
170
+11
1363
$8K ﹤0.01%
+2
1364
$8K ﹤0.01%
200
1365
$8K ﹤0.01%
23
-23
1366
$8K ﹤0.01%
27
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1367
$8K ﹤0.01%
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1368
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68
1369
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136
1370
$8K ﹤0.01%
500
1371
$8K ﹤0.01%
40
1372
$8K ﹤0.01%
99
1373
$8K ﹤0.01%
223
1374
$8K ﹤0.01%
+5,000
1375
$8K ﹤0.01%
50
53 54
55
56 57