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
976
$54K ﹤0.01%
1,200
977
$54K ﹤0.01%
1,084
+1
978
$54K ﹤0.01%
195
+28
979
$54K ﹤0.01%
+5,400
980
$53K ﹤0.01%
1,497
981
$53K ﹤0.01%
338
-8
982
$53K ﹤0.01%
175
983
$53K ﹤0.01%
600
984
$53K ﹤0.01%
600
985
$53K ﹤0.01%
662
-150
986
$53K ﹤0.01%
400
-100
987
$53K ﹤0.01%
1,400
988
$53K ﹤0.01%
+2,300
989
$52K ﹤0.01%
1,750
990
$52K ﹤0.01%
660
991
$52K ﹤0.01%
35
-9
992
$52K ﹤0.01%
700
993
$52K ﹤0.01%
5,000
994
$52K ﹤0.01%
+3,000
995
$51K ﹤0.01%
1,500
-1,500
996
$51K ﹤0.01%
+758
997
$51K ﹤0.01%
1,538
998
$51K ﹤0.01%
+70,066
999
$51K ﹤0.01%
480
-103
1000
$51K ﹤0.01%
1,003
+3
38 39
40
41 42