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
1626
– –
-124
1627
$0 ﹤0.01%
1,248,000
1628
$0 ﹤0.01%
640
1629
$0 ﹤0.01%
4,948
1630
$0 ﹤0.01%
50,000
1631
$0 ﹤0.01%
250
1632
– –
-3,982
1633
– –
-11
1634
$0 ﹤0.01%
142
1635
$0 ﹤0.01%
1,000
1636
– –
-880
1637
– –
0
1638
$0 ﹤0.01%
+5
1639
– –
0
1640
$0 ﹤0.01%
+2
1641
– –
-1,317
1642
– –
-31
1643
– –
-7
1644
$0 ﹤0.01%
10
-80
1645
$0 ﹤0.01%
+9
1646
$0 ﹤0.01%
1
1647
$0 ﹤0.01%
2
1648
– –
-6,525
1649
$0 ﹤0.01%
25
1650
$0 ﹤0.01%
+316
64 65
66
67 68