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
376
$986K 0.02%
102,500
377
$967K 0.02%
21,239
+5,732
378
$966K 0.02%
36,729
-4,010
379
$961K 0.02%
65,676
-2,525
380
$960K 0.02%
98,407
381
$937K 0.02%
145,787
+11,413
382
$936K 0.02%
1,404
+638
383
$930K 0.02%
95,719
384
$923K 0.02%
179,934
-55,659
385
$922K 0.02%
2,494
+658
386
$918K 0.02%
124,955
-16,050
387
$911K 0.02%
92,839
388
$908K 0.02%
2,373
-98
389
$905K 0.02%
9,680
390
$892K 0.02%
1,386
+6
391
$892K 0.02%
43,584
+64
392
$887K 0.02%
38,443
-18,158
393
$886K 0.02%
4,557
-590
394
$880K 0.02%
3,302
+17
395
$880K 0.02%
90,757
396
$879K 0.02%
90,507
397
$878K 0.02%
18,918
+1,300
398
$877K 0.02%
114,047
-9,205
399
$875K 0.02%
+91,094
400
$873K 0.02%
8,330
+1,136
14 15
16
17 18