AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1476
$3K ﹤0.01%
+300
1477
$3K ﹤0.01%
+300
1478
$3K ﹤0.01%
+250
1479
$3K ﹤0.01%
+400
1480
$3K ﹤0.01%
+5,000
1481
$3K ﹤0.01%
25
1482
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100
1483
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19
1484
$3K ﹤0.01%
479
1485
$3K ﹤0.01%
+50
1486
$3K ﹤0.01%
+65
1487
$3K ﹤0.01%
37
+12
1488
$3K ﹤0.01%
400
1489
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+40
1490
$3K ﹤0.01%
31
1491
$3K ﹤0.01%
25
1492
$3K ﹤0.01%
48
+7
1493
$3K ﹤0.01%
100
-103
1494
$3K ﹤0.01%
50
1495
$3K ﹤0.01%
+100
1496
$3K ﹤0.01%
47
1497
$3K ﹤0.01%
100
1498
$3K ﹤0.01%
150
1499
$3K ﹤0.01%
22
1500
$3K ﹤0.01%
+82
58 59
60
61 62