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
676
$209K 0.01%
25,590
677
$209K 0.01%
11,585
-3,000
678
$204K 0.01%
2,641
-2,663
679
$204K 0.01%
600
680
$204K 0.01%
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681
$203K 0.01%
2,248
-10
682
$202K 0.01%
1,644
683
$202K 0.01%
+20,878
684
$200K 0.01%
5,000
685
$199K 0.01%
1,685
+1,490
686
$196K 0.01%
915
687
$196K 0.01%
4,350
-3,000
688
$194K 0.01%
1,204
+498
689
$194K 0.01%
+19,629
690
$193K 0.01%
10,000
691
$193K 0.01%
1,124
+7
692
$192K 0.01%
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693
$192K 0.01%
582,407
694
$188K 0.01%
2,874
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695
$187K 0.01%
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696
$186K 0.01%
11,185
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697
$186K 0.01%
714
-21
698
$184K 0.01%
3,900
699
$184K 0.01%
669
-103
700
$183K 0.01%
12,500
+5,500
26 27
28
29 30