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
476
$574K 0.02%
126,557
477
$573K 0.02%
2,328
478
$573K 0.02%
6,463
-188
479
$571K 0.02%
+55,560
480
$567K 0.02%
6,732
481
$563K 0.02%
19,800
482
$562K 0.02%
2,510
483
$553K 0.02%
111,605
-17,449
484
$553K 0.02%
+55,400
485
$552K 0.02%
6,040
+1,000
486
$551K 0.02%
3,676
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487
$550K 0.02%
42,320
488
$548K 0.02%
+44,614
489
$545K 0.02%
2,405
+20
490
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1,113
491
$544K 0.02%
9,528
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492
$536K 0.01%
22,041
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493
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16,900
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494
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495
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6,733
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496
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85,450
497
$525K 0.01%
28,401
+27,928
498
$519K 0.01%
37,383
-2,099
499
$518K 0.01%
10,250
500
$517K 0.01%
1,350
-56
18 19
20
21 22