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
701
$182K 0.01%
13,185
+114
702
$182K 0.01%
+18,282
703
$181K 0.01%
266
704
$180K 0.01%
+18,083
705
$179K ﹤0.01%
61
-12
706
$179K ﹤0.01%
+18,098
707
$174K ﹤0.01%
1,092
+28
708
$173K ﹤0.01%
1,480
+57
709
$172K ﹤0.01%
710
710
$172K ﹤0.01%
+17,600
711
$171K ﹤0.01%
1,179
-75
712
$171K ﹤0.01%
775
713
$170K ﹤0.01%
7,782
714
$170K ﹤0.01%
2,160
+348
715
$168K ﹤0.01%
2,341
+240
716
$167K ﹤0.01%
+16,770
717
$166K ﹤0.01%
3,400
+600
718
$165K ﹤0.01%
4,848
-53,753
719
$164K ﹤0.01%
3,449
-1,353
720
$164K ﹤0.01%
933
721
$162K ﹤0.01%
4,300
722
$162K ﹤0.01%
6,937
723
$161K ﹤0.01%
734
724
$161K ﹤0.01%
+16,200
725
$159K ﹤0.01%
+3,755
27 28
29
30 31