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
1426
$5K ﹤0.01%
70
1427
$5K ﹤0.01%
132
1428
$5K ﹤0.01%
100
1429
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+85
1430
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123
1431
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+50
1432
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92
1433
$5K ﹤0.01%
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1434
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200
1435
$5K ﹤0.01%
1,171
1436
$5K ﹤0.01%
100
-40
1437
$5K ﹤0.01%
65
+7
1438
$5K ﹤0.01%
+375
1439
$5K ﹤0.01%
350
1440
$5K ﹤0.01%
+500
1441
$5K ﹤0.01%
+500
1442
$5K ﹤0.01%
+464
1443
$5K ﹤0.01%
+8,332
1444
$5K ﹤0.01%
+490
1445
$5K ﹤0.01%
+10,439
1446
$5K ﹤0.01%
+39
1447
$5K ﹤0.01%
1,000
1448
$4K ﹤0.01%
333
1449
$4K ﹤0.01%
30
1450
$4K ﹤0.01%
666
56 57
58
59 60