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
1701
$0 ﹤0.01%
+8
1702
$0 ﹤0.01%
+10
1703
– –
-2,000
1704
$0 ﹤0.01%
+9
1705
– –
-50
1706
– –
0
1707
$0 ﹤0.01%
+3
1708
– –
-16
1709
– –
-37,471
1710
– –
0
1711
$0 ﹤0.01%
11
-646
1712
– –
-40
1713
– –
-9
1714
– –
-100
1715
– –
-1,450
1716
– –
-131
1717
– –
0
1718
– –
-12
1719
– –
-25
1720
$0 ﹤0.01%
+4
1721
– –
-1,378
1722
– –
-1,290
1723
– –
-63,000
1724
– –
-14
1725
– –
-23
67 68
69
70 71