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
176
$4.11M 0.11%
123,654
-103,638
177
$4.09M 0.11%
+235,040
178
$4.02M 0.11%
394,017
+215,500
179
$3.96M 0.11%
449,361
+68,861
180
$3.9M 0.11%
51,555
+142
181
$3.88M 0.11%
76,119
+19,964
182
$3.88M 0.11%
15,789
-1,470
183
$3.88M 0.11%
27,371
+13,918
184
$3.81M 0.11%
35,986
+6,367
185
$3.81M 0.11%
51,724
-285,888
186
$3.66M 0.1%
+129,843
187
$3.62M 0.1%
44,414
+45
188
$3.59M 0.1%
64,377
+4,838
189
$3.59M 0.1%
18,402
+499
190
$3.59M 0.1%
48,784
+1,840
191
$3.59M 0.1%
79,331
-231
192
$3.54M 0.1%
230,580
+127,420
193
$3.51M 0.1%
952
+5
194
$3.49M 0.1%
40,338
-110
195
$3.47M 0.1%
21,608
-1,011
196
$3.44M 0.09%
10,899
-588
197
$3.43M 0.09%
204,739
+24,630
198
$3.4M 0.09%
64,535
+39,279
199
$3.37M 0.09%
25,241
-1,427
200
$3.36M 0.09%
48,528
-54,634
6 7
8
9 10