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
201
$3.32M 0.09%
32,942
+25,670
202
$3.31M 0.09%
101,973
203
$3.26M 0.09%
537,673
+12,070
204
$3.25M 0.09%
21,978
-740
205
$3.22M 0.09%
61,423
+3,354
206
$3.19M 0.09%
35,461
+17,940
207
$3.19M 0.09%
132,203
+31,560
208
$3.12M 0.09%
19,011
-775
209
$3.05M 0.08%
42,590
+280
210
$3.02M 0.08%
+174,000
211
$3M 0.08%
5,098
+146
212
$2.98M 0.08%
53,921
-932
213
$2.97M 0.08%
10,076
-411
214
$2.95M 0.08%
22,227
+3,435
215
$2.89M 0.08%
55,302
-130,656
216
$2.85M 0.08%
5,276,470
-16,500
217
$2.85M 0.08%
43,131
+181
218
$2.84M 0.08%
10,584
-27
219
$2.8M 0.08%
36,122
-644
220
$2.77M 0.08%
18,418
+540
221
$2.77M 0.08%
27,912
-522
222
$2.76M 0.08%
5,813
+452
223
$2.74M 0.08%
24,650
+12,896
224
$2.68M 0.07%
+114,500
225
$2.67M 0.07%
33,701
-20
7 8
9
10 11