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
1451
$4K ﹤0.01%
89
-40
1452
$4K ﹤0.01%
+100
1453
$4K ﹤0.01%
66
1454
$4K ﹤0.01%
425
1455
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27
1456
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130
1457
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68
1458
$4K ﹤0.01%
109
1459
$4K ﹤0.01%
+400
1460
$4K ﹤0.01%
+400
1461
$4K ﹤0.01%
+5,000
1462
$4K ﹤0.01%
82
+2
1463
$4K ﹤0.01%
300
1464
$4K ﹤0.01%
1,047
1465
$4K ﹤0.01%
25
1466
$3K ﹤0.01%
+50
1467
$3K ﹤0.01%
+250
1468
$3K ﹤0.01%
25
1469
$3K ﹤0.01%
100
1470
$3K ﹤0.01%
19
1471
$3K ﹤0.01%
479
1472
$3K ﹤0.01%
+65
1473
$3K ﹤0.01%
37
+12
1474
$3K ﹤0.01%
400
1475
$3K ﹤0.01%
+40
57 58
59
60 61