AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
601
$323K 0.01%
34,700
602
$323K 0.01%
8,204
+112
603
$323K 0.01%
+33,421
604
$321K 0.01%
+32,600
605
$319K 0.01%
5,949
+5,664
606
$319K 0.01%
2,430
+865
607
$317K 0.01%
+31,889
608
$310K 0.01%
+6,600
609
$309K 0.01%
3,613
-23
610
$309K 0.01%
678
+12
611
$307K 0.01%
12,500
-4,167
612
$307K 0.01%
6,896
-160
613
$306K 0.01%
5,952
614
$306K 0.01%
+30,929
615
$305K 0.01%
640
+129
616
$305K 0.01%
2,266
+576
617
$301K 0.01%
+30,410
618
$297K 0.01%
1,244
-222
619
$295K 0.01%
+14,750
620
$295K 0.01%
40,350
+4,000
621
$293K 0.01%
6,232
-139
622
$292K 0.01%
3,720
+250
623
$291K 0.01%
+29,800
624
$285K 0.01%
+9,000
625
$284K 0.01%
19,471
-3
23 24
25
26 27