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
126
$6.43M 0.18%
197,667
-78,663
127
$6.32M 0.17%
+159,520
128
$6.28M 0.17%
90,817
+13,164
129
$6.26M 0.17%
144,640
+111,140
130
$6.25M 0.17%
1,058,373
-200,000
131
$6.25M 0.17%
66,660
-18,780
132
$6.17M 0.17%
17,519
+897
133
$6.04M 0.17%
20,846
-1,710
134
$6.02M 0.17%
146,383
+59,600
135
$5.93M 0.16%
139,808
-5,472
136
$5.93M 0.16%
28,692
-268
137
$5.88M 0.16%
27,775
+121
138
$5.8M 0.16%
337,798
+20,050
139
$5.79M 0.16%
50,938
140
$5.78M 0.16%
106,817
-168
141
$5.74M 0.16%
237,877
142
$5.62M 0.16%
808,813
143
$5.59M 0.15%
203,759
-59,870
144
$5.56M 0.15%
134,705
-42,295
145
$5.45M 0.15%
22,430
+916
146
$5.44M 0.15%
96,467
-11,623
147
$5.4M 0.15%
373,810
-201,409
148
$5.4M 0.15%
97,950
-140
149
$5.4M 0.15%
34,265
-616
150
$5.29M 0.15%
240,053
+11,022
4 5
6
7 8