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
1626
– –
-79,473
1627
$0 ﹤0.01%
500
1628
– –
-64,300
1629
$0 ﹤0.01%
1
1630
$0 ﹤0.01%
35,100
1631
$0 ﹤0.01%
5,450
1632
– –
-124
1633
$0 ﹤0.01%
1,248,000
1634
$0 ﹤0.01%
640
1635
$0 ﹤0.01%
4,948
1636
$0 ﹤0.01%
50,000
1637
$0 ﹤0.01%
250
1638
– –
-3,982
1639
– –
-11
1640
$0 ﹤0.01%
142
1641
$0 ﹤0.01%
1,000
1642
$0 ﹤0.01%
+5
1643
– –
0
1644
$0 ﹤0.01%
+2
1645
– –
-1,317
1646
– –
-31
1647
– –
-22
1648
– –
-13
1649
– –
-86
1650
– –
-14
64 65
66
67 68