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
1276
$15K ﹤0.01%
86
+15
1277
$15K ﹤0.01%
+1,500
1278
$15K ﹤0.01%
+1,000
1279
$14K ﹤0.01%
+750
1280
$14K ﹤0.01%
925
1281
$14K ﹤0.01%
288
1282
$14K ﹤0.01%
+1,000
1283
$14K ﹤0.01%
400
1284
$14K ﹤0.01%
300
1285
$14K ﹤0.01%
1,896
1286
$14K ﹤0.01%
1,500
1287
$14K ﹤0.01%
+270
1288
$14K ﹤0.01%
204
1289
$14K ﹤0.01%
590
1290
$14K ﹤0.01%
+22,566
1291
$14K ﹤0.01%
+1,400
1292
$13K ﹤0.01%
225
1293
$13K ﹤0.01%
734
1294
$13K ﹤0.01%
475
-200
1295
$13K ﹤0.01%
104
1296
$13K ﹤0.01%
145
-90
1297
$13K ﹤0.01%
+300
1298
$13K ﹤0.01%
250
1299
$13K ﹤0.01%
1
1300
$13K ﹤0.01%
765
50 51
52
53 54