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
1701
$0 ﹤0.01%
+4
1702
– –
-2,000
1703
– –
0
1704
– –
0
1705
$0 ﹤0.01%
+13
1706
– –
-51,796
1707
– –
-24
1708
– –
-80
1709
$0 ﹤0.01%
+8
1710
$0 ﹤0.01%
+10
1711
– –
-2,000
1712
$0 ﹤0.01%
+9
1713
– –
-50
1714
– –
0
1715
$0 ﹤0.01%
+3
1716
– –
-16
1717
– –
-37,471
1718
– –
0
1719
$0 ﹤0.01%
11
-646
1720
– –
-40
1721
– –
-9
1722
– –
-100
1723
– –
-1,450
1724
– –
-131
1725
– –
0
67 68
69
70 71