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
551
$406K 0.01%
32,291
552
$404K 0.01%
6,664
+5
553
$402K 0.01%
12,287
554
$398K 0.01%
5,545
555
$398K 0.01%
+40,369
556
$397K 0.01%
26,074
557
$396K 0.01%
9,370
-964
558
$392K 0.01%
6,024
-393
559
$390K 0.01%
+39,300
560
$386K 0.01%
58,553
-26,744
561
$384K 0.01%
37,814
562
$383K 0.01%
6,557
+6,211
563
$383K 0.01%
62,005
-6,000
564
$381K 0.01%
+38,540
565
$378K 0.01%
+7,700
566
$377K 0.01%
1,348
-25
567
$376K 0.01%
28,454
568
$375K 0.01%
2,073
569
$373K 0.01%
18,971
-10
570
$373K 0.01%
2,867
-2,344
571
$371K 0.01%
5,699
572
$369K 0.01%
27,619
573
$369K 0.01%
1,400
+160
574
$368K 0.01%
3,602
+400
575
$368K 0.01%
+3,800
21 22
23
24 25