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
1576
$1K ﹤0.01%
+14,650
1577
$1K ﹤0.01%
645
1578
$1K ﹤0.01%
+1,000
1579
$1K ﹤0.01%
36
1580
$1K ﹤0.01%
79
1581
$1K ﹤0.01%
23
1582
$1K ﹤0.01%
+18
1583
$1K ﹤0.01%
6
-59
1584
$1K ﹤0.01%
87
1585
$1K ﹤0.01%
188
1586
$1K ﹤0.01%
+100
1587
– –
-1
1588
– –
-116
1589
$0 ﹤0.01%
6
1590
– –
-4,990
1591
– –
0
1592
– –
0
1593
– –
-28
1594
– –
-1
1595
$0 ﹤0.01%
13
1596
– –
-600
1597
$0 ﹤0.01%
+11
1598
$0 ﹤0.01%
+4
1599
$0 ﹤0.01%
1
1600
$0 ﹤0.01%
18
62 63
64
65 66