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
1576
$1K ﹤0.01%
87
1577
$1K ﹤0.01%
188
1578
$1K ﹤0.01%
+100
1579
$1K ﹤0.01%
+1,100
1580
$1K ﹤0.01%
+1,850
1581
$1K ﹤0.01%
+100
1582
$1K ﹤0.01%
+427
1583
$1K ﹤0.01%
45,000
1584
$1K ﹤0.01%
+14,650
1585
$1K ﹤0.01%
645
1586
$1K ﹤0.01%
+1,000
1587
– –
-65
1588
– –
-80
1589
– –
-47
1590
$0 ﹤0.01%
12
1591
– –
-77,490
1592
– –
-16
1593
– –
-110
1594
$0 ﹤0.01%
+20
1595
– –
-7
1596
$0 ﹤0.01%
10
-80
1597
$0 ﹤0.01%
+9
1598
– –
-1
1599
– –
-116
1600
$0 ﹤0.01%
6
62 63
64
65 66