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
901
$74K ﹤0.01%
+7,400
902
$73K ﹤0.01%
1,100
+1,040
903
$73K ﹤0.01%
5,000
904
$73K ﹤0.01%
2,000
905
$72K ﹤0.01%
926
+5
906
$72K ﹤0.01%
+7,300
907
$72K ﹤0.01%
1,139
908
$71K ﹤0.01%
1,142
-112
909
$71K ﹤0.01%
3,099
+1,306
910
$71K ﹤0.01%
3,458
911
$70K ﹤0.01%
+10,000
912
$70K ﹤0.01%
+7,100
913
$70K ﹤0.01%
+7,000
914
$70K ﹤0.01%
+7,000
915
$70K ﹤0.01%
+7,000
916
$70K ﹤0.01%
+6,999
917
$69K ﹤0.01%
970
918
$69K ﹤0.01%
476
919
$68K ﹤0.01%
895
+2
920
$68K ﹤0.01%
2,483
921
$68K ﹤0.01%
+7,041
922
$68K ﹤0.01%
+2,000
923
$67K ﹤0.01%
2,750
924
$67K ﹤0.01%
1,600
925
$67K ﹤0.01%
491
-154
35 36
37
38 39