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
1201
$21K ﹤0.01%
+614
1202
$21K ﹤0.01%
100
1203
$21K ﹤0.01%
610
1204
$21K ﹤0.01%
800
1205
$21K ﹤0.01%
400
1206
$21K ﹤0.01%
62
1207
$21K ﹤0.01%
163
+150
1208
$21K ﹤0.01%
328
+128
1209
$21K ﹤0.01%
+2,100
1210
$21K ﹤0.01%
+903
1211
$20K ﹤0.01%
400
-370
1212
$20K ﹤0.01%
480
+300
1213
$20K ﹤0.01%
288
+13
1214
$20K ﹤0.01%
287
1215
$20K ﹤0.01%
1,250
1216
$20K ﹤0.01%
800
1217
$20K ﹤0.01%
300
+70
1218
$20K ﹤0.01%
+204
1219
$20K ﹤0.01%
+1,500
1220
$20K ﹤0.01%
+2,000
1221
$20K ﹤0.01%
+2,000
1222
$20K ﹤0.01%
+2,000
1223
$20K ﹤0.01%
800
-67,230
1224
$19K ﹤0.01%
31
+9
1225
$19K ﹤0.01%
414
47 48
49
50 51