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
501
$515K 0.01%
1,561
502
$507K 0.01%
+51,398
503
$505K 0.01%
20,000
504
$505K 0.01%
+50,528
505
$497K 0.01%
+22,500
506
$493K 0.01%
24,668
-108,263
507
$493K 0.01%
+49,500
508
$492K 0.01%
5,400
509
$491K 0.01%
4,975
+1,425
510
$490K 0.01%
2,315
-197
511
$487K 0.01%
+50,300
512
$486K 0.01%
2,092
+44
513
$483K 0.01%
+48,872
514
$482K 0.01%
28,342
515
$481K 0.01%
12,834
+240
516
$480K 0.01%
+50,000
517
$479K 0.01%
+64,656
518
$479K 0.01%
26,450
519
$478K 0.01%
2,157
-107
520
$477K 0.01%
3,394
-55
521
$476K 0.01%
+48,063
522
$468K 0.01%
+52,713
523
$467K 0.01%
+47,000
524
$461K 0.01%
+46,600
525
$460K 0.01%
1,939
+400
19 20
21
22 23