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
801
$115K ﹤0.01%
1,169
-205
802
$114K ﹤0.01%
2,300
+104
803
$114K ﹤0.01%
1,351
-27
804
$114K ﹤0.01%
2,498
805
$113K ﹤0.01%
796
+108
806
$113K ﹤0.01%
+2,000
807
$112K ﹤0.01%
1,895
+20
808
$110K ﹤0.01%
4,051
-296
809
$109K ﹤0.01%
2,895
810
$108K ﹤0.01%
893
+18
811
$108K ﹤0.01%
1,484
812
$107K ﹤0.01%
1,688
-2,525
813
$106K ﹤0.01%
1,411
-59
814
$106K ﹤0.01%
2,139
+166
815
$106K ﹤0.01%
950
816
$106K ﹤0.01%
2,850
+800
817
$105K ﹤0.01%
2,685
818
$105K ﹤0.01%
5,000
819
$104K ﹤0.01%
1,499
820
$104K ﹤0.01%
+10,756
821
$104K ﹤0.01%
588
-350
822
$103K ﹤0.01%
+10,337
823
$102K ﹤0.01%
1,100
824
$102K ﹤0.01%
1,692
+810
825
$102K ﹤0.01%
3,556
-419
31 32
33
34 35