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
26
$26.6M 0.73%
131,215
-202
27
$26.4M 0.73%
190,737
+4,142
28
$26.3M 0.73%
594,839
+67,866
29
$25.8M 0.71%
190,513
+2,108
30
$25.6M 0.71%
2,131,140
-37,134
31
$25.3M 0.7%
63,505
+1,453
32
$25.3M 0.7%
171,768
+2,164
33
$23.1M 0.64%
90,614
-2,473
34
$23.1M 0.64%
104,168
+16,798
35
$22.8M 0.63%
82,494
+317
36
$22.6M 0.62%
1,599,793
-835,113
37
$22.4M 0.62%
433,644
+10,904
38
$22.3M 0.62%
168,136
+1,411
39
$22.1M 0.61%
901,709
+900,889
40
$21.7M 0.6%
96,914
+1,563
41
$21.4M 0.59%
704,345
-1,475
42
$20.8M 0.58%
27,646
+808
43
$20.3M 0.56%
107,546
+449
44
$20.1M 0.55%
385,470
+33,175
45
$20M 0.55%
521,717
+73,720
46
$19.2M 0.53%
124,340
+280
47
$18.6M 0.51%
66,280
+2,757
48
$18.6M 0.51%
267,061
+22,759
49
$18.4M 0.51%
156,013
+3,882
50
$17.7M 0.49%
496,555
-206
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