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
826
$101K ﹤0.01%
2,048
+159
827
$101K ﹤0.01%
+10,100
828
$101K ﹤0.01%
2,500
+2,000
829
$100K ﹤0.01%
+10,100
830
$100K ﹤0.01%
+10,000
831
$100K ﹤0.01%
+10,100
832
$99K ﹤0.01%
1,500
833
$99K ﹤0.01%
2,495
-89,683
834
$99K ﹤0.01%
+5,882
835
$99K ﹤0.01%
1,631
836
$99K ﹤0.01%
+30,600
837
$99K ﹤0.01%
5,502
+5,000
838
$99K ﹤0.01%
+9,900
839
$98K ﹤0.01%
256
840
$97K ﹤0.01%
12,740
841
$97K ﹤0.01%
3,153
-157
842
$97K ﹤0.01%
+10,000
843
$97K ﹤0.01%
+16,860
844
$96K ﹤0.01%
+9,600
845
$95K ﹤0.01%
1,275
+525
846
$94K ﹤0.01%
2,879
847
$94K ﹤0.01%
666
-93
848
$94K ﹤0.01%
3,525
+1,525
849
$94K ﹤0.01%
955
850
$94K ﹤0.01%
+27,000
32 33
34
35 36