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
151
$5.23M 0.14%
279,488
-14,112
152
$5.15M 0.14%
23,359
+232
153
$5.11M 0.14%
141,466
+43,726
154
$5.03M 0.14%
252,105
-12,744
155
$4.96M 0.14%
30,992
-715
156
$4.95M 0.14%
154,074
-450
157
$4.94M 0.14%
45,225
-3,086
158
$4.93M 0.14%
41,775
-42,341
159
$4.77M 0.13%
63,927
+5,000
160
$4.65M 0.13%
25,613
+3,416
161
$4.63M 0.13%
25,820
+10,390
162
$4.6M 0.13%
80,419
-15,451
163
$4.59M 0.13%
48,120
-5,670
164
$4.49M 0.12%
162,781
165
$4.48M 0.12%
68,742
-18,940
166
$4.44M 0.12%
18,287
-506
167
$4.41M 0.12%
249,184
-217,745
168
$4.34M 0.12%
94,700
-15,510
169
$4.31M 0.12%
22,667
-880
170
$4.31M 0.12%
1,849
-36
171
$4.29M 0.12%
279,074
+104,464
172
$4.18M 0.12%
59,625
-235
173
$4.17M 0.12%
47,515
+1,217
174
$4.15M 0.11%
171,020
-35,570
175
$4.13M 0.11%
128,472
-446
5 6
7
8 9