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
1501
$3K ﹤0.01%
+300
1502
$3K ﹤0.01%
+250
1503
$3K ﹤0.01%
+400
1504
$3K ﹤0.01%
+5,000
1505
$3K ﹤0.01%
+5,066
1506
$3K ﹤0.01%
+6,050
1507
$3K ﹤0.01%
+100
1508
$2K ﹤0.01%
41
1509
$2K ﹤0.01%
50
1510
$2K ﹤0.01%
+20
1511
$2K ﹤0.01%
16
1512
$2K ﹤0.01%
27
1513
$2K ﹤0.01%
10
-490
1514
$2K ﹤0.01%
+100
1515
$2K ﹤0.01%
50
-50
1516
$2K ﹤0.01%
+36
1517
$2K ﹤0.01%
24
1518
$2K ﹤0.01%
50
-550
1519
$2K ﹤0.01%
176
1520
$2K ﹤0.01%
525
1521
$2K ﹤0.01%
108
1522
$2K ﹤0.01%
36
1523
$2K ﹤0.01%
175
1524
$2K ﹤0.01%
25
1525
$2K ﹤0.01%
+49
59 60
61
62 63