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
426
$740K 0.02%
5,739
-190
427
$733K 0.02%
517
428
$732K 0.02%
+74,300
429
$727K 0.02%
27,460
+7,610
430
$719K 0.02%
15,428
-261
431
$712K 0.02%
648,040
432
$706K 0.02%
9,704
-123
433
$706K 0.02%
1,911
-294
434
$706K 0.02%
+71,294
435
$705K 0.02%
43,448
+48
436
$697K 0.02%
18,730
-5,020
437
$696K 0.02%
64,840
+32,500
438
$696K 0.02%
100,250
+72,738
439
$691K 0.02%
11,114
-231
440
$691K 0.02%
6,404
+315
441
$689K 0.02%
3,093
+78
442
$688K 0.02%
24,665
-2,799
443
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7,106
-428
444
$685K 0.02%
24,713
445
$683K 0.02%
49,265
+38,667
446
$681K 0.02%
64,244
447
$679K 0.02%
+8,656
448
$678K 0.02%
24,689
449
$677K 0.02%
+70,000
450
$672K 0.02%
+67,677
16 17
18
19 20