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
1601
– –
0
1602
– –
0
1603
– –
-28
1604
– –
0
1605
– –
-1
1606
$0 ﹤0.01%
13
1607
– –
-600
1608
$0 ﹤0.01%
1
1609
$0 ﹤0.01%
+13
1610
$0 ﹤0.01%
2
1611
$0 ﹤0.01%
+11
1612
$0 ﹤0.01%
2,000
1613
$0 ﹤0.01%
+4
1614
$0 ﹤0.01%
1
1615
$0 ﹤0.01%
18
1616
– –
-18
1617
– –
-19
1618
– –
-9,080
1619
$0 ﹤0.01%
+28
1620
– –
-5
1621
– –
-1,264
1622
– –
-636
1623
– –
-4,370
1624
– –
-200
1625
– –
-3,500
63 64
65
66 67