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
1526
$2K ﹤0.01%
100
1527
$2K ﹤0.01%
135
1528
$2K ﹤0.01%
18
1529
$2K ﹤0.01%
80
1530
$2K ﹤0.01%
19
-91
1531
$2K ﹤0.01%
+39
1532
$2K ﹤0.01%
100
1533
$2K ﹤0.01%
132
-200
1534
$2K ﹤0.01%
+50
1535
$2K ﹤0.01%
+20
1536
$2K ﹤0.01%
8
1537
$2K ﹤0.01%
+218
1538
$2K ﹤0.01%
+200
1539
$2K ﹤0.01%
+200
1540
$2K ﹤0.01%
+200
1541
$2K ﹤0.01%
+2,100
1542
$2K ﹤0.01%
+2,066
1543
$2K ﹤0.01%
+3,520
1544
$2K ﹤0.01%
+200
1545
$2K ﹤0.01%
+1,900
1546
$1K ﹤0.01%
+20
1547
$1K ﹤0.01%
29
1548
$1K ﹤0.01%
24
1549
$1K ﹤0.01%
8
1550
$1K ﹤0.01%
36
60 61
62
63 64