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
1301
$13K ﹤0.01%
1,177
1302
$13K ﹤0.01%
175
1303
$13K ﹤0.01%
227
+22
1304
$13K ﹤0.01%
84
1305
$13K ﹤0.01%
+7,400
1306
$13K ﹤0.01%
+25,150
1307
$13K ﹤0.01%
+800
1308
$13K ﹤0.01%
2,544,675
1309
$12K ﹤0.01%
50
1310
$12K ﹤0.01%
35
1311
$12K ﹤0.01%
200
1312
$12K ﹤0.01%
100
1313
$12K ﹤0.01%
136
-189
1314
$12K ﹤0.01%
500
1315
$12K ﹤0.01%
+341
1316
$12K ﹤0.01%
+481
1317
$12K ﹤0.01%
+140
1318
$12K ﹤0.01%
477
1319
$12K ﹤0.01%
10
1320
$12K ﹤0.01%
769
1321
$12K ﹤0.01%
666
1322
$12K ﹤0.01%
100
1323
$12K ﹤0.01%
500
1324
$12K ﹤0.01%
29
1325
$12K ﹤0.01%
+1,205
51 52
53
54 55