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
451
$721K 0.02%
73,906
452
$715K 0.02%
73,794
453
$712K 0.02%
148,043
-18,960
454
$712K 0.02%
32,280
455
$708K 0.02%
+94,135
456
$706K 0.02%
+30,000
457
$700K 0.02%
95,999
-216,938
458
$699K 0.02%
71,686
459
$696K 0.02%
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460
$691K 0.02%
21,552
-2,760
461
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4,680
+1,456
462
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14,491
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463
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7,680
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464
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465
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70,192
466
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467
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468
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6,093
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470
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449
471
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9,743
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472
$664K 0.02%
30,493
-27,210
473
$655K 0.02%
67,497
474
$650K 0.02%
6,732
475
$647K 0.02%
40,821
+10,172
17 18
19
20 21