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
301
$1.47M 0.04%
10,560
-364
302
$1.46M 0.04%
163,583
+28,822
303
$1.45M 0.04%
7,283
304
$1.45M 0.04%
28,288
+12,850
305
$1.45M 0.04%
27,025
+4,282
306
$1.45M 0.04%
19,140
-6,070
307
$1.42M 0.04%
6,176
308
$1.4M 0.04%
27,928
-3,588
309
$1.38M 0.04%
144,488
+28,445
310
$1.36M 0.04%
5,755
-283
311
$1.36M 0.04%
6,015
+1,895
312
$1.36M 0.04%
13,410
-1
313
$1.35M 0.04%
394
-47
314
$1.35M 0.04%
21,394
-107
315
$1.34M 0.04%
80,657
-4,130
316
$1.34M 0.04%
34,258
+17,983
317
$1.33M 0.04%
+134,954
318
$1.33M 0.04%
154,900
+59,000
319
$1.33M 0.04%
14,130
-1,860
320
$1.32M 0.04%
7,042
-2,455
321
$1.32M 0.04%
101,581
-6,620
322
$1.31M 0.04%
16,514
-500
323
$1.31M 0.04%
24,695
-1,985
324
$1.31M 0.04%
8,702
325
$1.3M 0.04%
181,111
+110,731
11 12
13
14 15