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
1151
$26K ﹤0.01%
344
1152
$26K ﹤0.01%
350
1153
$26K ﹤0.01%
+1,500
1154
$26K ﹤0.01%
1,265
1155
$25K ﹤0.01%
456
1156
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250
1157
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600
-100
1158
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500
1159
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143
1160
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420
1161
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230
1162
$25K ﹤0.01%
490
1163
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167
1164
$25K ﹤0.01%
1,000
1165
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710
-183
1166
$25K ﹤0.01%
+140
1167
$25K ﹤0.01%
200
1168
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1,500
1169
$24K ﹤0.01%
538
1170
$24K ﹤0.01%
+219
1171
$24K ﹤0.01%
+990
1172
$24K ﹤0.01%
+308
1173
$24K ﹤0.01%
219
-55
1174
$24K ﹤0.01%
450
1175
$24K ﹤0.01%
614
45 46
47
48 49