AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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 11.97%
4 Technology 10.55%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.65M 0.07%
32,135
-2,079
227
$2.65M 0.07%
35,753
-34,353
228
$2.63M 0.07%
45,062
-134
229
$2.62M 0.07%
53,349
-16,050
230
$2.59M 0.07%
64,990
-17,238
231
$2.56M 0.07%
35,118
-5,078
232
$2.46M 0.07%
39,011
-389
233
$2.46M 0.07%
141,618
+17,560
234
$2.45M 0.07%
29,457
-12,002
235
$2.39M 0.07%
30,631
-2,358
236
$2.39M 0.07%
37,091
+5,925
237
$2.38M 0.07%
117,680
+31,600
238
$2.37M 0.07%
84,680
+2,280
239
$2.35M 0.07%
24,442
-52,416
240
$2.34M 0.06%
102,629
-236
241
$2.33M 0.06%
315,851
+6,647
242
$2.31M 0.06%
172,676
-1,341
243
$2.31M 0.06%
+92,810
244
$2.27M 0.06%
109,396
-109,394
245
$2.25M 0.06%
64,880
+450
246
$2.23M 0.06%
+233,261
247
$2.23M 0.06%
12,198
-1,025
248
$2.19M 0.06%
+73,660
249
$2.18M 0.06%
17,205
-3,168
250
$2.17M 0.06%
277,118
-129,689
8 9
10
11 12