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
376
$990K 0.03%
155,515
-31,841
377
$989K 0.03%
112,600
+39,357
378
$982K 0.03%
5,777
-1,419
379
$978K 0.03%
15,463
-90
380
$971K 0.03%
+33,413
381
$968K 0.03%
26,263
+7,075
382
$961K 0.03%
11,999
-651
383
$959K 0.03%
+97,099
384
$952K 0.03%
+96,305
385
$949K 0.03%
8,257
+500
386
$948K 0.03%
10,385
-1,141
387
$943K 0.03%
5,235
+19
388
$942K 0.03%
7,503
389
$934K 0.03%
4,716
-14
390
$932K 0.03%
31,642
-21,257
391
$927K 0.03%
+93,489
392
$926K 0.03%
29,002
-1,331
393
$918K 0.03%
119,073
394
$915K 0.03%
17,497
+15,200
395
$914K 0.03%
+92,619
396
$914K 0.03%
+92,090
397
$869K 0.02%
125,502
+101,709
398
$868K 0.02%
+32,370
399
$868K 0.02%
7,850
+7,793
400
$855K 0.02%
2,616
-75
14 15
16
17 18