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
1051
$43K ﹤0.01%
1,180
1052
$43K ﹤0.01%
633
1053
$43K ﹤0.01%
1,050
1054
$42K ﹤0.01%
5,535
-400
1055
$42K ﹤0.01%
1,966
1056
$41K ﹤0.01%
+925
1057
$41K ﹤0.01%
702
-39
1058
$41K ﹤0.01%
788
1059
$41K ﹤0.01%
1,802
+500
1060
$41K ﹤0.01%
382
1061
$41K ﹤0.01%
+4,152
1062
$41K ﹤0.01%
+4,200
1063
$40K ﹤0.01%
1,281
1064
$40K ﹤0.01%
2,319
1065
$40K ﹤0.01%
351
1066
$40K ﹤0.01%
430
1067
$40K ﹤0.01%
605
+5
1068
$40K ﹤0.01%
724
1069
$40K ﹤0.01%
730
1070
$39K ﹤0.01%
800
1071
$39K ﹤0.01%
1,539
1072
$39K ﹤0.01%
300
1073
$39K ﹤0.01%
1,580
+144
1074
$39K ﹤0.01%
+3,100
1075
$39K ﹤0.01%
+1,000
41 42
43
44 45