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
1451
$4K ﹤0.01%
666
1452
$4K ﹤0.01%
89
-40
1453
$4K ﹤0.01%
+100
1454
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66
1455
$4K ﹤0.01%
425
1456
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27
1457
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130
1458
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68
1459
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109
1460
$4K ﹤0.01%
+400
1461
$4K ﹤0.01%
+400
1462
$4K ﹤0.01%
+5,000
1463
$4K ﹤0.01%
82
+2
1464
$4K ﹤0.01%
300
1465
$4K ﹤0.01%
1,047
1466
$3K ﹤0.01%
25
1467
$3K ﹤0.01%
100
1468
$3K ﹤0.01%
19
1469
$3K ﹤0.01%
479
1470
$3K ﹤0.01%
+50
1471
$3K ﹤0.01%
+65
1472
$3K ﹤0.01%
37
+12
1473
$3K ﹤0.01%
400
1474
$3K ﹤0.01%
+40
1475
$3K ﹤0.01%
31
57 58
59
60 61