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
1401
$7K ﹤0.01%
850
+50
1402
$7K ﹤0.01%
+9,932
1403
$7K ﹤0.01%
+700
1404
$6K ﹤0.01%
75
1405
$6K ﹤0.01%
175
1406
$6K ﹤0.01%
188
1407
$6K ﹤0.01%
+200
1408
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108
1409
$6K ﹤0.01%
60
1410
$6K ﹤0.01%
+100
1411
$6K ﹤0.01%
150
1412
$6K ﹤0.01%
100
1413
$6K ﹤0.01%
200
1414
$6K ﹤0.01%
286
1415
$6K ﹤0.01%
+10
1416
$6K ﹤0.01%
+600
1417
$6K ﹤0.01%
+600
1418
$6K ﹤0.01%
500
1419
$6K ﹤0.01%
109
1420
$5K ﹤0.01%
55
-70
1421
$5K ﹤0.01%
+2,318
1422
$5K ﹤0.01%
634
1423
$5K ﹤0.01%
40
1424
$5K ﹤0.01%
25
1425
$5K ﹤0.01%
95