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
776
$126K ﹤0.01%
+12,700
777
$125K ﹤0.01%
1,157
-848
778
$125K ﹤0.01%
264
779
$124K ﹤0.01%
2,434
780
$124K ﹤0.01%
15,864
781
$124K ﹤0.01%
1,200
782
$124K ﹤0.01%
+1,000
783
$123K ﹤0.01%
3,400
784
$122K ﹤0.01%
2,857
785
$122K ﹤0.01%
+20,253
786
$120K ﹤0.01%
392
+76
787
$120K ﹤0.01%
580
-250
788
$120K ﹤0.01%
+12,047
789
$119K ﹤0.01%
635
+150
790
$119K ﹤0.01%
1,773
791
$118K ﹤0.01%
2,310
+64
792
$118K ﹤0.01%
2,320
793
$117K ﹤0.01%
835
+260
794
$117K ﹤0.01%
2,433
+2,303
795
$117K ﹤0.01%
+11,900
796
$116K ﹤0.01%
9,411
+465
797
$116K ﹤0.01%
1,350
-150
798
$116K ﹤0.01%
+2,967
799
$115K ﹤0.01%
2,381
-390
800
$115K ﹤0.01%
3,424
+1,524
30 31
32
33 34