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
1401
$7K ﹤0.01%
958
1402
$7K ﹤0.01%
504
1403
$7K ﹤0.01%
+50
1404
$7K ﹤0.01%
122
1405
$7K ﹤0.01%
486
1406
$7K ﹤0.01%
642
1407
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148
1408
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100
1409
$7K ﹤0.01%
850
+50
1410
$7K ﹤0.01%
+9,932
1411
$7K ﹤0.01%
+700
1412
$7K ﹤0.01%
+370
1413
$6K ﹤0.01%
75
1414
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175
1415
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94
1416
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+200
1417
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108
1418
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1419
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+100
1420
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150
1421
$6K ﹤0.01%
100
1422
$6K ﹤0.01%
200
1423
$6K ﹤0.01%
286
1424
$6K ﹤0.01%
+10
1425
$6K ﹤0.01%
+600