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
326
$1.3M 0.04%
25,457
+12,592
327
$1.3M 0.04%
80,754
+180
328
$1.3M 0.04%
11,770
-340
329
$1.3M 0.04%
7,393
+1,294
330
$1.29M 0.04%
8,610
-350
331
$1.29M 0.04%
+19,200
332
$1.28M 0.04%
23,924
-487
333
$1.26M 0.03%
10,665
+41
334
$1.25M 0.03%
1,095
+828
335
$1.25M 0.03%
39,880
+4,610
336
$1.23M 0.03%
33,213
+20,051
337
$1.23M 0.03%
64,346
338
$1.23M 0.03%
349,999
339
$1.22M 0.03%
5,025
+276
340
$1.19M 0.03%
21,633
+3,867
341
$1.19M 0.03%
4,655
+460
342
$1.19M 0.03%
15,044
-345
343
$1.19M 0.03%
24,573
-7,700
344
$1.18M 0.03%
77,890
-5,360
345
$1.18M 0.03%
84,110
+22,658
346
$1.17M 0.03%
9,846
-587
347
$1.16M 0.03%
+117,140
348
$1.15M 0.03%
50,836
-6,990
349
$1.14M 0.03%
23,220
-15,810
350
$1.14M 0.03%
16,480
-712
12 13
14
15 16