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
1626
– –
-6,525
1627
$0 ﹤0.01%
25
1628
$0 ﹤0.01%
+316
1629
$0 ﹤0.01%
+1,000
1630
– –
0
1631
– –
0
1632
$0 ﹤0.01%
1,000,000
1633
– –
-79,473
1634
$0 ﹤0.01%
500
1635
– –
-64,300
1636
$0 ﹤0.01%
1
1637
$0 ﹤0.01%
50,000
1638
$0 ﹤0.01%
250
1639
– –
-3,982
1640
– –
-11
1641
$0 ﹤0.01%
142
1642
$0 ﹤0.01%
1,000
1643
– –
-1,000
1644
– –
0
1645
– –
-22
1646
– –
-13
1647
– –
-86
1648
– –
-1
1649
$0 ﹤0.01%
13
1650
$0 ﹤0.01%
35,100
64 65
66
67 68