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
276
$1.96M 0.05%
8,965
-48
277
$1.95M 0.05%
6,485
278
$1.93M 0.05%
11,105
-18
279
$1.93M 0.05%
29,310
280
$1.92M 0.05%
68,915
-11,000
281
$1.91M 0.05%
20,709
-7,321
282
$1.89M 0.04%
41,801
-107,614
283
$1.89M 0.04%
6,953
284
$1.89M 0.04%
17,493
+3,194
285
$1.88M 0.04%
192,986
+19,530
286
$1.87M 0.04%
7,310
287
$1.81M 0.04%
93,442
-365
288
$1.79M 0.04%
21,579
-300
289
$1.78M 0.04%
37,160
-325
290
$1.77M 0.04%
+226,670
291
$1.76M 0.04%
37,520
-4,140
292
$1.76M 0.04%
13,185
+1,268
293
$1.75M 0.04%
30,800
294
$1.73M 0.04%
+34,437
295
$1.72M 0.04%
16,949
+1,099
296
$1.72M 0.04%
59,744
+6,158
297
$1.71M 0.04%
13,222
+3,554
298
$1.7M 0.04%
190,811
299
$1.69M 0.04%
6,132
-25
300
$1.69M 0.04%
+98,322
10 11
12
13 14