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
426
$783K 0.02%
70,549
-8,540
427
$783K 0.02%
29,073
+5,772
428
$783K 0.02%
138,035
-16,640
429
$776K 0.02%
49,265
430
$775K 0.02%
+74,650
431
$770K 0.02%
12,720
-2,570
432
$766K 0.02%
9,742
433
$761K 0.02%
407,160
-52,260
434
$760K 0.02%
12,405
-9,482
435
$753K 0.02%
2,034
436
$751K 0.02%
77,269
437
$750K 0.02%
21,613
-2,966
438
$746K 0.02%
2,099
-351
439
$746K 0.02%
4,623
-44
440
$745K 0.02%
31,650
+18,450
441
$744K 0.02%
1,130
+11
442
$742K 0.02%
66,850
-1,970
443
$741K 0.02%
22,488
+866
444
$740K 0.02%
8,769
+1,168
445
$737K 0.02%
14,625
+3,314
446
$736K 0.02%
75,405
447
$730K 0.02%
21,923
-2,850
448
$729K 0.02%
74,032
+8,104
449
$727K 0.02%
24,609
+3,555
450
$723K 0.02%
74,200
16 17
18
19 20