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
1701
– –
-1,100
1702
– –
-1
1703
– –
-1
1704
– –
0
1705
– –
-1
1706
– –
-47
1707
$0 ﹤0.01%
13
1708
– –
-600
1709
$0 ﹤0.01%
1
1710
– –
-22
1711
$0 ﹤0.01%
15
1712
$0 ﹤0.01%
3
1713
– –
-15,261
1714
– –
-44
1715
– –
-1,000
1716
– –
-880
1717
– –
0
1718
– –
-112
1719
– –
-43
1720
– –
-1,000
1721
– –
-29
1722
– –
-23
1723
$0 ﹤0.01%
+8
1724
– –
-14
1725
– –
-39
67 68
69
70 71