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
1476
$3K ﹤0.01%
25
1477
$3K ﹤0.01%
48
+7
1478
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100
-103
1479
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100
1480
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150
1481
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22
1482
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+82
1483
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+57
1484
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10
1485
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+17
1486
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+38
1487
$3K ﹤0.01%
333
1488
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+300
1489
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+300
1490
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+250
1491
$3K ﹤0.01%
+400
1492
$3K ﹤0.01%
+5,000
1493
$3K ﹤0.01%
+5,066
1494
$3K ﹤0.01%
+6,050
1495
$3K ﹤0.01%
+100
1496
$3K ﹤0.01%
50
1497
$3K ﹤0.01%
+100
1498
$3K ﹤0.01%
47
1499
$2K ﹤0.01%
41
1500
$2K ﹤0.01%
50
58 59
60
61 62