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
1026
$49K ﹤0.01%
+5,000
1027
$48K ﹤0.01%
2,500
1028
$48K ﹤0.01%
405
+5
1029
$48K ﹤0.01%
+850
1030
$48K ﹤0.01%
150
-44
1031
$48K ﹤0.01%
288
1032
$48K ﹤0.01%
+4,813
1033
$47K ﹤0.01%
2,500
1034
$46K ﹤0.01%
4,538
1035
$46K ﹤0.01%
374
+58
1036
$46K ﹤0.01%
400
1037
$46K ﹤0.01%
500
1038
$46K ﹤0.01%
+300
1039
$45K ﹤0.01%
1,620
1040
$45K ﹤0.01%
800
1041
$45K ﹤0.01%
3,700
-2,500
1042
$45K ﹤0.01%
13,293
1043
$44K ﹤0.01%
720
-246
1044
$44K ﹤0.01%
640
-200
1045
$44K ﹤0.01%
1,117
1046
$44K ﹤0.01%
869
+3
1047
$44K ﹤0.01%
708
+5
1048
$44K ﹤0.01%
2,800
1049
$43K ﹤0.01%
325
1050
$43K ﹤0.01%
1,576
40 41
42
43 44