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
351
$1.2M 0.03%
12,959
-130
352
$1.19M 0.03%
3,387
-6
353
$1.19M 0.03%
39,855
+15,992
354
$1.18M 0.03%
20,846
355
$1.17M 0.03%
9,045
-318
356
$1.16M 0.03%
17,520
-8,930
357
$1.15M 0.03%
118,240
358
$1.14M 0.03%
112,312
-3,329
359
$1.14M 0.03%
23,538
-570
360
$1.09M 0.03%
38,640
+12,910
361
$1.07M 0.03%
65,062
-28,050
362
$1.06M 0.03%
9,024
+792
363
$1.06M 0.03%
49,206
+925
364
$1.06M 0.03%
4,938
-762
365
$1.05M 0.03%
6,319
-310
366
$1.04M 0.02%
94,841
-7,992
367
$1.03M 0.02%
274,412
-250,180
368
$1.03M 0.02%
21,910
-23,507
369
$1.03M 0.02%
23,162
+8,483
370
$1.02M 0.02%
4,420
-156
371
$1.01M 0.02%
14,713
-170
372
$996K 0.02%
36,608
-5,400
373
$994K 0.02%
4,516
-849
374
$993K 0.02%
81,520
-11,750
375
$988K 0.02%
156,175
-19,990
13 14
15
16 17