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
351
$1.13M 0.03%
6,058
+19
352
$1.13M 0.03%
30,800
+27,358
353
$1.12M 0.03%
83,680
+12,280
354
$1.11M 0.03%
+29,950
355
$1.11M 0.03%
166,716
-73,139
356
$1.11M 0.03%
149,475
-4
357
$1.11M 0.03%
4,853
+104
358
$1.1M 0.03%
33,610
+2,650
359
$1.1M 0.03%
23,090
-5,600
360
$1.07M 0.03%
59,756
+10,042
361
$1.06M 0.03%
24,549
-16,827
362
$1.06M 0.03%
7,207
363
$1.06M 0.03%
4,658
+125
364
$1.05M 0.03%
46,275
+10,042
365
$1.05M 0.03%
23,100
+1,824
366
$1.04M 0.03%
142,168
+45,656
367
$1.04M 0.03%
17,931
-8,033
368
$1.03M 0.03%
3,196
+38
369
$1.02M 0.03%
+102,300
370
$1.02M 0.03%
+102,455
371
$1.01M 0.03%
23,204
-7,150
372
$1.01M 0.03%
8,278
+1,380
373
$1M 0.03%
42,310
374
$999K 0.03%
139,741
375
$990K 0.03%
347,502
+199,496
13 14
15
16 17