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
1101
$36K ﹤0.01%
2,222
1102
$35K ﹤0.01%
1,325
1103
$35K ﹤0.01%
1,077
+7
1104
$34K ﹤0.01%
1,443
-30
1105
$34K ﹤0.01%
+300
1106
$34K ﹤0.01%
1,000
1107
$34K ﹤0.01%
500
1108
$33K ﹤0.01%
175
1109
$33K ﹤0.01%
100
1110
$33K ﹤0.01%
+3,300
1111
$33K ﹤0.01%
+3,366
1112
$33K ﹤0.01%
1,850
1113
$32K ﹤0.01%
533
-24
1114
$32K ﹤0.01%
+3,200
1115
$31K ﹤0.01%
+1,209
1116
$31K ﹤0.01%
508
+8
1117
$31K ﹤0.01%
+3,200
1118
$30K ﹤0.01%
1,700
1119
$30K ﹤0.01%
1,388
1120
$30K ﹤0.01%
3,000
1121
$30K ﹤0.01%
518
-35
1122
$30K ﹤0.01%
2,158
-7,375
1123
$30K ﹤0.01%
4,268
1124
$30K ﹤0.01%
2,750
1125
$29K ﹤0.01%
660
43 44
45
46 47