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
851
$93K ﹤0.01%
562
-107
852
$93K ﹤0.01%
1,000
+28
853
$93K ﹤0.01%
523
+273
854
$93K ﹤0.01%
+9,375
855
$93K ﹤0.01%
+1,000
856
$92K ﹤0.01%
600
857
$92K ﹤0.01%
2,569
+1
858
$91K ﹤0.01%
3,380
859
$91K ﹤0.01%
668
860
$91K ﹤0.01%
5,909
861
$90K ﹤0.01%
4,504
862
$90K ﹤0.01%
2,500
863
$90K ﹤0.01%
1,200
+1,000
864
$89K ﹤0.01%
3,499
865
$89K ﹤0.01%
30,000
866
$89K ﹤0.01%
960
867
$88K ﹤0.01%
3,610
868
$88K ﹤0.01%
1,150
869
$88K ﹤0.01%
+3,007
870
$88K ﹤0.01%
5,500
871
$88K ﹤0.01%
1,450
872
$87K ﹤0.01%
666
+1
873
$87K ﹤0.01%
+8,800
874
$87K ﹤0.01%
1,500
-403,550
875
$86K ﹤0.01%
6,890
-21,534
33 34
35
36 37