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
401
$852K 0.02%
5,457
+3,002
402
$845K 0.02%
24,249
-6,669
403
$843K 0.02%
36,359
-2,060
404
$837K 0.02%
36,313
+3,994
405
$835K 0.02%
1,602
-19
406
$832K 0.02%
9,165
+1,432
407
$830K 0.02%
52,821
408
$812K 0.02%
47,345
409
$809K 0.02%
+39,636
410
$808K 0.02%
+81,400
411
$802K 0.02%
+80,800
412
$801K 0.02%
5,335
-466
413
$795K 0.02%
29,313
+983
414
$788K 0.02%
10,958
-448
415
$776K 0.02%
+77,786
416
$769K 0.02%
14,055
+1,789
417
$768K 0.02%
38,216
-137,829
418
$767K 0.02%
39,649
419
$764K 0.02%
12,673
-2,431
420
$762K 0.02%
10,047
-746
421
$758K 0.02%
20,541
+775
422
$751K 0.02%
2,123
+1,173
423
$749K 0.02%
3,273
+2
424
$748K 0.02%
8,427
-14,429
425
$741K 0.02%
+75,205
15 16
17
18 19