AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1601
$0 ﹤0.01%
+4
1602
$0 ﹤0.01%
1
1603
$0 ﹤0.01%
18
1604
– –
-18
1605
– –
-19
1606
– –
-9,080
1607
$0 ﹤0.01%
+28
1608
– –
-5
1609
– –
-1,264
1610
– –
-636
1611
– –
-4,370
1612
– –
-200
1613
– –
-3,500
1614
– –
-144
1615
– –
-1,000
1616
– –
-296,701
1617
– –
-9
1618
– –
0
1619
– –
-6,525
1620
$0 ﹤0.01%
25
1621
$0 ﹤0.01%
+316
1622
$0 ﹤0.01%
+1,000
1623
– –
0
1624
– –
0
1625
$0 ﹤0.01%
1,000,000
63 64
65
66 67