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
51
$17.7M 0.49%
265,780
+43,671
52
$17.6M 0.49%
1,276,980
+94,510
53
$16.9M 0.47%
178,296
-874
54
$16.3M 0.45%
256,397
-59,510
55
$16.1M 0.45%
181,532
56
$16M 0.44%
246,059
+39,550
57
$16M 0.44%
221,509
+3,723
58
$15.9M 0.44%
173,498
-1,299
59
$15.6M 0.43%
456,570
+54,926
60
$15M 0.41%
144,880
-2,220
61
$14.7M 0.41%
41,417
+633
62
$14.7M 0.41%
+133,279
63
$14.6M 0.4%
798,046
-202,640
64
$14.1M 0.39%
344,455
+100,980
65
$13.8M 0.38%
121,683
+29,751
66
$13.6M 0.37%
198,437
67
$13.6M 0.37%
91,483
+19,946
68
$13.4M 0.37%
42,124
+11,341
69
$13.1M 0.36%
159,982
+14,830
70
$13M 0.36%
265,166
+38,556
71
$13M 0.36%
159,353
+17,385
72
$12.8M 0.35%
95,600
73
$12.7M 0.35%
724,910
74
$12.6M 0.35%
1,068,138
+518,483
75
$12.4M 0.34%
58,039
+10,124
1 2
3
4 5