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
76
$12M 0.33%
3,747,135
77
$11.9M 0.33%
172,264
+87,560
78
$11.6M 0.32%
455,923
+112,934
79
$11.3M 0.31%
371,804
+156,680
80
$11.2M 0.31%
64,557
+3
81
$11M 0.3%
1,138,275
+3,100
82
$10.7M 0.3%
492,339
+34,540
83
$10.6M 0.29%
74,643
-73,867
84
$10.5M 0.29%
110,348
-1,153
85
$10.4M 0.29%
198,925
+13,220
86
$10.2M 0.28%
389,801
-38,760
87
$10.1M 0.28%
191,578
-15,930
88
$10M 0.28%
17,009
-23
89
$9.85M 0.27%
65,770
+6,010
90
$9.74M 0.27%
89,758
+8,773
91
$9.72M 0.27%
118,825
+7,160
92
$9.62M 0.27%
150,275
+1,081
93
$9.55M 0.26%
343,320
-50
94
$9.29M 0.26%
244,509
95
$9.26M 0.26%
23,375
-547
96
$9.17M 0.25%
159,658
+159,489
97
$9.07M 0.25%
87,940
-1,620
98
$9.02M 0.25%
409,500
99
$8.86M 0.24%
185,955
-24,660
100
$8.83M 0.24%
469,348
+25,890
2 3
4
5 6