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
626
$284K 0.01%
35,443
-14,889
627
$283K 0.01%
+28,600
628
$281K 0.01%
6,476
-1,051
629
$277K 0.01%
6,550
630
$276K 0.01%
3,483
631
$274K 0.01%
1,945
-900
632
$273K 0.01%
7,300
633
$272K 0.01%
1,928
+201
634
$272K 0.01%
+27,600
635
$270K 0.01%
12,700
636
$269K 0.01%
+27,071
637
$268K 0.01%
5,036
-33,000
638
$266K 0.01%
+26,773
639
$264K 0.01%
19,691
+9,691
640
$263K 0.01%
28,340
641
$262K 0.01%
2,875
642
$261K 0.01%
2,880
+135
643
$260K 0.01%
8,777
+135
644
$260K 0.01%
1,540
645
$256K 0.01%
2,554
-530
646
$256K 0.01%
3,687
647
$254K 0.01%
4,000
648
$252K 0.01%
2,250
649
$252K 0.01%
+1,801
650
$252K 0.01%
6,048
24 25
26
27 28