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
926
$66K ﹤0.01%
710
-27,309
927
$66K ﹤0.01%
289
+287
928
$66K ﹤0.01%
1,170
929
$66K ﹤0.01%
20,000
930
$65K ﹤0.01%
2,400
931
$65K ﹤0.01%
1,000
932
$65K ﹤0.01%
+6,709
933
$64K ﹤0.01%
2,428
+919
934
$64K ﹤0.01%
347
935
$64K ﹤0.01%
+6,443
936
$63K ﹤0.01%
6,500
937
$63K ﹤0.01%
1,518
938
$63K ﹤0.01%
377
+19
939
$63K ﹤0.01%
1,786
940
$63K ﹤0.01%
+6,300
941
$62K ﹤0.01%
1,750
942
$62K ﹤0.01%
+6,300
943
$61K ﹤0.01%
+6,100
944
$61K ﹤0.01%
+6,300
945
$61K ﹤0.01%
+6,300
946
$60K ﹤0.01%
1,925
947
$60K ﹤0.01%
3,526
948
$60K ﹤0.01%
450
949
$60K ﹤0.01%
430
+140
950
$60K ﹤0.01%
576
+178
36 37
38
39 40