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
276
$1.71M 0.05%
63,797
+2,000
277
$1.71M 0.05%
47,754
-457
278
$1.71M 0.05%
326,782
+26,393
279
$1.7M 0.05%
13,270
+4,970
280
$1.68M 0.05%
19,180
281
$1.68M 0.05%
22,666
-263
282
$1.65M 0.05%
8,769
-1,249
283
$1.64M 0.05%
46,550
284
$1.64M 0.05%
46,086
-38,370
285
$1.58M 0.04%
56,917
-7,332
286
$1.57M 0.04%
+158,100
287
$1.57M 0.04%
11,794
+164
288
$1.56M 0.04%
28,320
+11,964
289
$1.55M 0.04%
6,999
-11,046
290
$1.54M 0.04%
20,344
-2,396
291
$1.54M 0.04%
59,823
-35,635
292
$1.54M 0.04%
155,029
+26,300
293
$1.53M 0.04%
88,110
+6,900
294
$1.52M 0.04%
31,074
-52,003
295
$1.52M 0.04%
11,937
+1,184
296
$1.5M 0.04%
41,320
+13,081
297
$1.5M 0.04%
+152,462
298
$1.5M 0.04%
124,600
+57,210
299
$1.49M 0.04%
16,842
+7,873
300
$1.49M 0.04%
68,220
-43,970
10 11
12
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