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
1001
$51K ﹤0.01%
+5,000
1002
$51K ﹤0.01%
+5,100
1003
$51K ﹤0.01%
900
1004
$50K ﹤0.01%
1,091
1005
$50K ﹤0.01%
+2,000
1006
$50K ﹤0.01%
1,026
1007
$50K ﹤0.01%
+5,000
1008
$50K ﹤0.01%
12,296
+299
1009
$50K ﹤0.01%
+5,000
1010
$50K ﹤0.01%
+5,000
1011
$50K ﹤0.01%
+5,000
1012
$50K ﹤0.01%
+5,000
1013
$50K ﹤0.01%
367
-313
1014
$49K ﹤0.01%
2,076
1015
$49K ﹤0.01%
1,025
1016
$49K ﹤0.01%
528
-29
1017
$49K ﹤0.01%
600
-62
1018
$49K ﹤0.01%
1,000
1019
$49K ﹤0.01%
+5,000
1020
$49K ﹤0.01%
696
-225
1021
$49K ﹤0.01%
200
1022
$49K ﹤0.01%
864
1023
$49K ﹤0.01%
+5,000
1024
$49K ﹤0.01%
+5,000
1025
$49K ﹤0.01%
+5,043
39 40
41
42 43