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
726
$159K ﹤0.01%
4,625
+125
727
$159K ﹤0.01%
+15,900
728
$159K ﹤0.01%
+16,093
729
$158K ﹤0.01%
+16,000
730
$157K ﹤0.01%
2,392
731
$157K ﹤0.01%
+15,805
732
$156K ﹤0.01%
4,823
-375
733
$155K ﹤0.01%
805
734
$153K ﹤0.01%
+14,800
735
$152K ﹤0.01%
1,332
736
$152K ﹤0.01%
1,700
737
$152K ﹤0.01%
+15,200
738
$152K ﹤0.01%
+15,200
739
$151K ﹤0.01%
6,126
-14,076
740
$150K ﹤0.01%
2,651
741
$150K ﹤0.01%
2,579
-4,200
742
$150K ﹤0.01%
5,824
743
$149K ﹤0.01%
781
744
$149K ﹤0.01%
3,778
+17
745
$148K ﹤0.01%
801
746
$148K ﹤0.01%
+15,000
747
$148K ﹤0.01%
3,777
-300
748
$148K ﹤0.01%
+21,918
749
$147K ﹤0.01%
4,640
750
$147K ﹤0.01%
+15,200
28 29
30
31 32