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
451
$670K 0.02%
+67,497
452
$659K 0.02%
29,280
-1,000
453
$657K 0.02%
+67,706
454
$648K 0.02%
7,648
-200
455
$648K 0.02%
5,398
+4,238
456
$645K 0.02%
15,174
+4,268
457
$641K 0.02%
1,712
+12
458
$632K 0.02%
24,000
459
$620K 0.02%
2,414
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460
$616K 0.02%
43,230
+7,673
461
$608K 0.02%
23,224
+5,071
462
$607K 0.02%
11,754
463
$605K 0.02%
11,071
-1,280
464
$604K 0.02%
+6,578
465
$604K 0.02%
17,185
466
$603K 0.02%
43,853
+999
467
$596K 0.02%
2,049
-3
468
$596K 0.02%
23,463
-13,410
469
$593K 0.02%
16,417
470
$592K 0.02%
+59,519
471
$592K 0.02%
108,000
-779,550
472
$587K 0.02%
50,369
-30,877
473
$583K 0.02%
2,515
+77
474
$583K 0.02%
18,910
475
$575K 0.02%
7,683
+8
17 18
19
20 21