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
1326
$12K ﹤0.01%
+1,200
1327
$12K ﹤0.01%
+16,666
1328
$12K ﹤0.01%
250,000
1329
$11K ﹤0.01%
130
+13
1330
$11K ﹤0.01%
313
1331
$11K ﹤0.01%
+163
1332
$11K ﹤0.01%
184
+175
1333
$11K ﹤0.01%
+32
1334
$11K ﹤0.01%
+79
1335
$11K ﹤0.01%
210
1336
$11K ﹤0.01%
280
1337
$11K ﹤0.01%
168
1338
$11K ﹤0.01%
823
1339
$11K ﹤0.01%
+200
1340
$10K ﹤0.01%
257
1341
$10K ﹤0.01%
347
1342
$10K ﹤0.01%
300
-160
1343
$10K ﹤0.01%
1,386
1344
$10K ﹤0.01%
494
+300
1345
$10K ﹤0.01%
+380
1346
$10K ﹤0.01%
200
1347
$10K ﹤0.01%
300
+100
1348
$10K ﹤0.01%
388
1349
$10K ﹤0.01%
225
+53
1350
$10K ﹤0.01%
550
52 53
54
55 56