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
1651
$0 ﹤0.01%
+316
1652
$0 ﹤0.01%
+1,000
1653
– –
0
1654
– –
0
1655
$0 ﹤0.01%
1,000,000
1656
– –
-79,473
1657
$0 ﹤0.01%
500
1658
– –
-64,300
1659
$0 ﹤0.01%
1
1660
$0 ﹤0.01%
35,100
1661
$0 ﹤0.01%
5,450
1662
– –
-124
1663
$0 ﹤0.01%
1,248,000
1664
$0 ﹤0.01%
640
1665
$0 ﹤0.01%
4,948
1666
$0 ﹤0.01%
50,000
1667
$0 ﹤0.01%
250
1668
– –
-3,982
1669
– –
-11
1670
$0 ﹤0.01%
142
1671
$0 ﹤0.01%
1,000
1672
– –
-23
1673
– –
-12
1674
– –
-14,720
1675
– –
0
65 66
67
68 69