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
1351
$10K ﹤0.01%
+975
1352
$10K ﹤0.01%
+1,000
1353
$10K ﹤0.01%
400
1354
$10K ﹤0.01%
+16,710
1355
$10K ﹤0.01%
+1,000
1356
$10K ﹤0.01%
+1,000
1357
$9K ﹤0.01%
2,420
1358
$9K ﹤0.01%
50
1359
$9K ﹤0.01%
+228
1360
$9K ﹤0.01%
150
1361
$9K ﹤0.01%
500
1362
$9K ﹤0.01%
94
1363
$9K ﹤0.01%
200
1364
$9K ﹤0.01%
200
1365
$9K ﹤0.01%
1,078
1366
$9K ﹤0.01%
1,090
-24,212
1367
$9K ﹤0.01%
251
1368
$9K ﹤0.01%
+900
1369
$9K ﹤0.01%
525
1370
$9K ﹤0.01%
+20,000
1371
$8K ﹤0.01%
170
+11
1372
$8K ﹤0.01%
+2
1373
$8K ﹤0.01%
200
1374
$8K ﹤0.01%
64
-167
1375
$8K ﹤0.01%
200
53 54
55
56 57