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
1
$198M 5.46%
3,317,123
+1,590,900
2
$156M 4.3%
1,753,799
+246,251
3
$114M 3.14%
312,095
+43,698
4
$78.3M 2.16%
641,015
-42,410
5
$56.4M 1.56%
239,266
-12,886
6
$56.2M 1.55%
401,049
-1,419
7
$53.8M 1.48%
1,059,170
+142,654
8
$44.5M 1.23%
292,308
-620
9
$43.3M 1.2%
263,666
+6,350
10
$41.7M 1.15%
455,104
+7,435
11
$39.8M 1.1%
215,722
-1,825
12
$37.9M 1.05%
174,693
+2,737
13
$35.9M 0.99%
928,794
+19,494
14
$34.7M 0.96%
2,169,798
+1,698
15
$33.5M 0.92%
189,176
-579
16
$32.9M 0.91%
107,798
+3,262
17
$31.9M 0.88%
304,493
+108,954
18
$31.7M 0.87%
127,230
-1,361
19
$31.2M 0.86%
673,310
+38,780
20
$31M 0.86%
83,343
+1,515
21
$29.7M 0.82%
526,738
+348,513
22
$28.7M 0.79%
1,063,340
+60,348
23
$28M 0.77%
258,458
+27,255
24
$27.5M 0.76%
365,987
+8,058
25
$27.2M 0.75%
1,637,028
+826,979
1
2 3 4 5