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
1401
$7K ﹤0.01%
+9,932
1402
$7K ﹤0.01%
+700
1403
$7K ﹤0.01%
148
1404
$6K ﹤0.01%
75
1405
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1406
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1407
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+200
1408
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1409
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1410
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+100
1411
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1412
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1413
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1414
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286
1415
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+10
1416
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+600
1417
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+600
1418
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500
1419
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1420
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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