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
1501
$2K ﹤0.01%
+20
1502
$2K ﹤0.01%
16
1503
$2K ﹤0.01%
27
1504
$2K ﹤0.01%
10
-490
1505
$2K ﹤0.01%
+100
1506
$2K ﹤0.01%
25
-25
1507
$2K ﹤0.01%
+36
1508
$2K ﹤0.01%
24
1509
$2K ﹤0.01%
50
-550
1510
$2K ﹤0.01%
176
1511
$2K ﹤0.01%
525
1512
$2K ﹤0.01%
108
1513
$2K ﹤0.01%
36
1514
$2K ﹤0.01%
175
1515
$2K ﹤0.01%
25
1516
$2K ﹤0.01%
+49
1517
$2K ﹤0.01%
100
1518
$2K ﹤0.01%
135
1519
$2K ﹤0.01%
5
1520
$2K ﹤0.01%
80
1521
$2K ﹤0.01%
19
-91
1522
$2K ﹤0.01%
+39
1523
$2K ﹤0.01%
100
1524
$2K ﹤0.01%
132
-200
1525
$2K ﹤0.01%
8