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
1076
$39K ﹤0.01%
+2,000
1077
$39K ﹤0.01%
+3,904
1078
$38K ﹤0.01%
+1,247
1079
$38K ﹤0.01%
846
1080
$38K ﹤0.01%
1,436
+1,018
1081
$38K ﹤0.01%
625
1082
$38K ﹤0.01%
107
+4
1083
$38K ﹤0.01%
561
-172
1084
$38K ﹤0.01%
+1,449
1085
$38K ﹤0.01%
657
+474
1086
$38K ﹤0.01%
600
1087
$37K ﹤0.01%
1,200
1088
$37K ﹤0.01%
656
+452
1089
$37K ﹤0.01%
772
-64,458
1090
$37K ﹤0.01%
397
1091
$37K ﹤0.01%
2,304
1092
$37K ﹤0.01%
620
1093
$37K ﹤0.01%
3,332
1094
$37K ﹤0.01%
132
-63
1095
$37K ﹤0.01%
1,000
1096
$37K ﹤0.01%
1,310
1097
$36K ﹤0.01%
400
-232
1098
$36K ﹤0.01%
800
1099
$36K ﹤0.01%
600
-600
1100
$36K ﹤0.01%
2,220
42 43
44
45 46