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
$4.2B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$13.8M
3
+$11.9M
4
ZD icon
Ziff Davis
ZD
+$11.5M
5
FIS icon
Fidelity National Information Services
FIS
+$9.81M

Top Sells

1
+$47.1M
2
+$19.3M
3
+$17M
4
COMM icon
CommScope
COMM
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.31M

Sector Composition

1 Industrials 13.07%
2 Financials 12.69%
3 Technology 12.37%
4 Consumer Discretionary 11.44%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.89M 0.07%
9,512
-1,525
227
$2.86M 0.07%
56,094
+4,261
228
$2.74M 0.07%
13,148
+1,566
229
$2.74M 0.06%
114,330
-5,510
230
$2.72M 0.06%
57,461
-4,131
231
$2.72M 0.06%
51,413
-20,418
232
$2.71M 0.06%
30,586
-341
233
$2.71M 0.06%
53,692
-2,430
234
$2.69M 0.06%
5,199,472
+40,062
235
$2.67M 0.06%
26,689
-4,673
236
$2.65M 0.06%
30,404
+798
237
$2.65M 0.06%
67,362
-2,446
238
$2.61M 0.06%
183,908
-113,030
239
$2.61M 0.06%
10,643
+1,140
240
$2.6M 0.06%
189,445
+16,695
241
$2.6M 0.06%
33,900
-626
242
$2.58M 0.06%
27,065
-5,135
243
$2.55M 0.06%
28,412
-11,920
244
$2.54M 0.06%
791,814
-86,120
245
$2.54M 0.06%
101,828
+5
246
$2.51M 0.06%
8,612
-28
247
$2.48M 0.06%
18,484
+1
248
$2.47M 0.06%
14,718
+165
249
$2.43M 0.06%
45,220
+18,152
250
$2.42M 0.06%
44,981
+8,473
8 9
10
11 12