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
1251
$17K ﹤0.01%
+1
1252
$17K ﹤0.01%
2,500
1253
$17K ﹤0.01%
+1,700
1254
$16K ﹤0.01%
450
1255
$16K ﹤0.01%
500
1256
$16K ﹤0.01%
500
1257
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116
1258
$16K ﹤0.01%
1,000
1259
$16K ﹤0.01%
200
1260
$16K ﹤0.01%
210
1261
$16K ﹤0.01%
500
-100
1262
$16K ﹤0.01%
747
+9
1263
$16K ﹤0.01%
100
1264
$16K ﹤0.01%
400
+200
1265
$16K ﹤0.01%
+718
1266
$16K ﹤0.01%
550
-118,008
1267
$16K ﹤0.01%
240
-23,597
1268
$16K ﹤0.01%
200
1269
$15K ﹤0.01%
48
+4
1270
$15K ﹤0.01%
1,320
1271
$15K ﹤0.01%
700
+100
1272
$15K ﹤0.01%
71
-47
1273
$15K ﹤0.01%
1,000
1274
$15K ﹤0.01%
100
1275
$15K ﹤0.01%
753
49 50
51
52 53