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
751
$147K ﹤0.01%
+14,762
752
$146K ﹤0.01%
13,741
753
$146K ﹤0.01%
1,688
754
$142K ﹤0.01%
2,472
755
$142K ﹤0.01%
1,344
+240
756
$141K ﹤0.01%
1,156
-219
757
$141K ﹤0.01%
2,754
+96
758
$139K ﹤0.01%
1,013
-130
759
$139K ﹤0.01%
475
760
$137K ﹤0.01%
710
+156
761
$137K ﹤0.01%
5,112
762
$136K ﹤0.01%
8,456
763
$133K ﹤0.01%
15,989
764
$133K ﹤0.01%
1,450
765
$132K ﹤0.01%
8,000
+1,200
766
$131K ﹤0.01%
4,501
-125,287
767
$130K ﹤0.01%
9,760
768
$130K ﹤0.01%
5,574
769
$130K ﹤0.01%
1,395
-71
770
$129K ﹤0.01%
1,570
771
$129K ﹤0.01%
+13,300
772
$129K ﹤0.01%
10,980
773
$128K ﹤0.01%
636
+275
774
$127K ﹤0.01%
1,700
775
$126K ﹤0.01%
19,400
-8,500
29 30
31
32 33