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
251
$2.41M 0.06%
248,861
252
$2.4M 0.06%
34,169
-22,001
253
$2.39M 0.06%
212,166
+203,266
254
$2.35M 0.06%
5,139
+18
255
$2.34M 0.06%
79,256
-65,938
256
$2.32M 0.06%
39,183
-750
257
$2.28M 0.05%
46,632
+1,598
258
$2.27M 0.05%
135,329
-13,390
259
$2.27M 0.05%
36,336
-885
260
$2.26M 0.05%
16,610
+623
261
$2.24M 0.05%
26,105
-6,004
262
$2.22M 0.05%
69,410
+1,918
263
$2.2M 0.05%
8,930
-8
264
$2.19M 0.05%
+39,510
265
$2.18M 0.05%
28,076
+27,006
266
$2.15M 0.05%
226,092
-78,207
267
$2.13M 0.05%
29,564
+509
268
$2.13M 0.05%
217,500
+5,900
269
$2.13M 0.05%
148,521
-17,580
270
$2.1M 0.05%
20,772
-3,195
271
$2.09M 0.05%
20,355
+58
272
$2.09M 0.05%
53,370
+2,699
273
$2.08M 0.05%
6,559
-656
274
$2M 0.05%
42,127
-32,088
275
$1.97M 0.05%
27,722
+508
9 10
11
12 13