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
101
$8.67M 0.24%
413,539
+28,196
102
$8.52M 0.24%
142,177
+33,000
103
$8.17M 0.23%
643,644
-1,050
104
$8.14M 0.22%
71,512
+3,658
105
$8.04M 0.22%
131,510
+4,900
106
$7.96M 0.22%
309,755
+199,630
107
$7.92M 0.22%
656,009
-108,050
108
$7.9M 0.22%
81,237
109
$7.82M 0.22%
134,381
-195,986
110
$7.59M 0.21%
870,043
+446,153
111
$7.52M 0.21%
100,915
-1,467
112
$7.23M 0.2%
316,272
+23,573
113
$7.21M 0.2%
93,284
-1,176
114
$7.17M 0.2%
147,830
-27,941
115
$7.12M 0.2%
83,750
+7,400
116
$7.08M 0.2%
278,606
-67,733
117
$6.98M 0.19%
58,213
-479
118
$6.78M 0.19%
2,788,780
+889,199
119
$6.7M 0.19%
40,479
+24,233
120
$6.64M 0.18%
41,245
+1,272
121
$6.64M 0.18%
509,467
+201,017
122
$6.62M 0.18%
74,042
-24,100
123
$6.54M 0.18%
198,645
-67,424
124
$6.5M 0.18%
121,010
+110
125
$6.48M 0.18%
178,760
+12,079
3 4
5
6 7