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
251
$2.17M 0.06%
68,197
+30,120
252
$2.17M 0.06%
20,146
-175
253
$2.1M 0.06%
+190,700
254
$2.09M 0.06%
83,240
-280
255
$2.09M 0.06%
114,379
-26,300
256
$2.03M 0.06%
29,881
-12,151
257
$2.03M 0.06%
+210,200
258
$2.02M 0.06%
901,670
+15,000
259
$2M 0.06%
35,740
+650
260
$1.99M 0.06%
91,700
+13,230
261
$1.98M 0.05%
15,902
-334
262
$1.98M 0.05%
19,387
-500
263
$1.97M 0.05%
37,277
-130
264
$1.94M 0.05%
20,297
+41
265
$1.88M 0.05%
10,936
+1,137
266
$1.88M 0.05%
12,373
+350
267
$1.87M 0.05%
54,753
-1,890
268
$1.87M 0.05%
58,905
+1,791
269
$1.86M 0.05%
126,823
270
$1.85M 0.05%
5,155
+33
271
$1.75M 0.05%
24,879
-144
272
$1.74M 0.05%
147,093
-59,909
273
$1.73M 0.05%
349,034
274
$1.72M 0.05%
8,636
+8
275
$1.72M 0.05%
192,776
9 10
11
12 13