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
301
$1.67M 0.04%
31,875
+454
302
$1.67M 0.04%
4,587
-200
303
$1.65M 0.04%
93,110
304
$1.63M 0.04%
162,993
-2,668
305
$1.62M 0.04%
32,480
+8,900
306
$1.61M 0.04%
54,382
-4,663
307
$1.61M 0.04%
163,700
+3,300
308
$1.61M 0.04%
10,406
+1,520
309
$1.58M 0.04%
24,684
+322
310
$1.57M 0.04%
+7,074
311
$1.57M 0.04%
30,107
+379
312
$1.56M 0.04%
39,885
+4,197
313
$1.55M 0.04%
8,977
-416
314
$1.54M 0.04%
51,260
+1,340
315
$1.52M 0.04%
11,070
+20
316
$1.51M 0.04%
60,297
-3,500
317
$1.51M 0.04%
68,760
-2,590
318
$1.51M 0.04%
13,437
-57
319
$1.5M 0.04%
37,970
+29,375
320
$1.5M 0.04%
68,968
-7,300
321
$1.5M 0.04%
26,937
-5,379
322
$1.49M 0.04%
78,882
-2,556
323
$1.46M 0.03%
150,362
324
$1.46M 0.03%
18,549
+641
325
$1.45M 0.03%
10,166
-44
11 12
13
14 15