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
1126
$29K ﹤0.01%
400
1127
$29K ﹤0.01%
471
1128
$29K ﹤0.01%
280
+240
1129
$29K ﹤0.01%
1,659
1130
$29K ﹤0.01%
425
1131
$29K ﹤0.01%
560
1132
$29K ﹤0.01%
+2,935
1133
$29K ﹤0.01%
350
+50
1134
$29K ﹤0.01%
+2,929
1135
$28K ﹤0.01%
450
1136
$28K ﹤0.01%
+2,800
1137
$27K ﹤0.01%
820
1138
$27K ﹤0.01%
244
1139
$27K ﹤0.01%
572
1140
$27K ﹤0.01%
600
1141
$27K ﹤0.01%
594
-312
1142
$27K ﹤0.01%
958
1143
$27K ﹤0.01%
463
-103
1144
$27K ﹤0.01%
155
1145
$27K ﹤0.01%
+2,700
1146
$26K ﹤0.01%
+348
1147
$26K ﹤0.01%
444
+239
1148
$26K ﹤0.01%
425
1149
$26K ﹤0.01%
452
+100
1150
$26K ﹤0.01%
1,200
-3,351
44 45
46
47 48