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
876
$86K ﹤0.01%
4,600
877
$86K ﹤0.01%
980
+128
878
$86K ﹤0.01%
4,500
879
$85K ﹤0.01%
1,041
880
$85K ﹤0.01%
2,037
-129
881
$85K ﹤0.01%
11,664
-2,007
882
$85K ﹤0.01%
2,834
-166
883
$85K ﹤0.01%
633
884
$84K ﹤0.01%
157
+150
885
$84K ﹤0.01%
+174,945
886
$82K ﹤0.01%
2,835
-1,125
887
$82K ﹤0.01%
675
-825
888
$81K ﹤0.01%
594
889
$81K ﹤0.01%
3,500
+3,285
890
$81K ﹤0.01%
442
891
$80K ﹤0.01%
1,771
-908
892
$80K ﹤0.01%
200
893
$79K ﹤0.01%
500
894
$79K ﹤0.01%
1,087
895
$78K ﹤0.01%
1,700
896
$77K ﹤0.01%
859
897
$77K ﹤0.01%
1,054
-70
898
$76K ﹤0.01%
8,594
899
$75K ﹤0.01%
340
+40
900
$75K ﹤0.01%
+7,500
34 35
36
37 38