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
1601
– –
-10
1602
– –
-11
1603
– –
-750
1604
– –
-2,436
1605
– –
-4,595
1606
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-1,416
1607
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-1
1608
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-65
1609
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-80
1610
$0 ﹤0.01%
12
1611
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-77,490
1612
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-16
1613
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-110
1614
$0 ﹤0.01%
+20
1615
– –
-7
1616
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10
-80
1617
$0 ﹤0.01%
+9
1618
– –
-1
1619
– –
-116
1620
$0 ﹤0.01%
6
1621
– –
-4,990
1622
– –
0
1623
– –
0
1624
– –
-28
1625
– –
0
63 64
65
66 67