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
1576
$1K ﹤0.01%
3
1577
$1K ﹤0.01%
6
1578
$1K ﹤0.01%
17
-9
1579
$1K ﹤0.01%
121
1580
$1K ﹤0.01%
10
1581
$1K ﹤0.01%
25
1582
$1K ﹤0.01%
+1
1583
$1K ﹤0.01%
+5
1584
$1K ﹤0.01%
+3
1585
$1K ﹤0.01%
87
1586
$1K ﹤0.01%
188
1587
$1K ﹤0.01%
+100
1588
$1K ﹤0.01%
+1,100
1589
$1K ﹤0.01%
+1,850
1590
$1K ﹤0.01%
+100
1591
$1K ﹤0.01%
+427
1592
$1K ﹤0.01%
45,000
1593
$1K ﹤0.01%
+14,650
1594
$1K ﹤0.01%
645
1595
$1K ﹤0.01%
+1,000
1596
$0 ﹤0.01%
+9
1597
– –
-1
1598
– –
-116
1599
$0 ﹤0.01%
6
1600
– –
-4,990
62 63
64
65 66