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
1451
$5K ﹤0.01%
+464
1452
$5K ﹤0.01%
+8,332
1453
$5K ﹤0.01%
+490
1454
$5K ﹤0.01%
+10,439
1455
$5K ﹤0.01%
+39
1456
$5K ﹤0.01%
1,000
1457
$4K ﹤0.01%
333
1458
$4K ﹤0.01%
30
1459
$4K ﹤0.01%
666
1460
$4K ﹤0.01%
89
-40
1461
$4K ﹤0.01%
+100
1462
$4K ﹤0.01%
66
1463
$4K ﹤0.01%
425
1464
$4K ﹤0.01%
27
1465
$4K ﹤0.01%
130
1466
$4K ﹤0.01%
68
1467
$4K ﹤0.01%
109
1468
$4K ﹤0.01%
+400
1469
$4K ﹤0.01%
+400
1470
$4K ﹤0.01%
+5,000
1471
$4K ﹤0.01%
82
+2
1472
$4K ﹤0.01%
300
1473
$4K ﹤0.01%
1,047
1474
$4K ﹤0.01%
25
1475
$3K ﹤0.01%
25
57 58
59
60 61