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
651
$251K 0.01%
2,297
652
$246K 0.01%
14,767
+1,450
653
$246K 0.01%
2,403
+154
654
$246K 0.01%
+3,100
655
$244K 0.01%
3,000
-1,033
656
$241K 0.01%
3,481
-13,659
657
$241K 0.01%
+25,000
658
$237K 0.01%
3,461
-483
659
$236K 0.01%
4,332
+277
660
$235K 0.01%
15,000
661
$235K 0.01%
840
-44
662
$233K 0.01%
95,257
663
$233K 0.01%
555
664
$230K 0.01%
9,583
665
$230K 0.01%
5,141
-70
666
$230K 0.01%
5,982
-397
667
$229K 0.01%
+1,000
668
$226K 0.01%
+22,800
669
$225K 0.01%
+22,805
670
$221K 0.01%
+22,100
671
$221K 0.01%
13,110
672
$220K 0.01%
+21,989
673
$219K 0.01%
1,200
674
$217K 0.01%
+1,000
675
$214K 0.01%
54,017
+49,000
25 26
27
28 29