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
26
$30.6M 0.72%
64,048
+1,484
27
$29.3M 0.69%
620,106
+8,807
28
$29.3M 0.69%
1,689,222
+20,990
29
$28.8M 0.68%
172,946
+2,517
30
$28.8M 0.68%
454,670
+3,907
31
$28.4M 0.67%
132,950
+1,897
32
$28.1M 0.67%
181,641
-37,222
33
$27.8M 0.66%
230,257
+8,362
34
$27.4M 0.65%
91,601
+1,847
35
$26.3M 0.62%
28,720
+822
36
$26.1M 0.62%
97,194
+1,763
37
$26M 0.62%
101,990
-2,942
38
$25.7M 0.61%
286,839
-6,769
39
$25.6M 0.61%
247,334
-25,602
40
$25.4M 0.6%
147,680
+1,172
41
$23.7M 0.56%
879,008
-67,482
42
$22.4M 0.53%
536,098
-16,332
43
$22.1M 0.53%
132,840
+8,140
44
$22M 0.52%
534,539
+24,958
45
$21.4M 0.51%
185,052
+3,422
46
$21.1M 0.5%
111,972
+1,554
47
$21.1M 0.5%
1,226,867
-126,750
48
$20.8M 0.49%
144,100
+880
49
$20.5M 0.49%
190,133
-320
50
$20.4M 0.48%
175,561
+67
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