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
1226
$19K ﹤0.01%
442
1227
$19K ﹤0.01%
4,000
1228
$19K ﹤0.01%
186
1229
$19K ﹤0.01%
500
1230
$19K ﹤0.01%
1,000
1231
$19K ﹤0.01%
30
1232
$19K ﹤0.01%
+1,900
1233
$19K ﹤0.01%
+35,000
1234
$19K ﹤0.01%
600
1235
$18K ﹤0.01%
461
1236
$18K ﹤0.01%
185
1237
$18K ﹤0.01%
534
1238
$18K ﹤0.01%
1,272
-82,541
1239
$18K ﹤0.01%
75
1240
$18K ﹤0.01%
344
1241
$18K ﹤0.01%
+1,800
1242
$18K ﹤0.01%
+1,800
1243
$17K ﹤0.01%
100
1244
$17K ﹤0.01%
82
-11
1245
$17K ﹤0.01%
621
-43
1246
$17K ﹤0.01%
150
1247
$17K ﹤0.01%
100
-25
1248
$17K ﹤0.01%
+450
1249
$17K ﹤0.01%
780
1250
$17K ﹤0.01%
+1,000
48 49
50
51 52