AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
501
$593K 0.01%
95,267
502
$591K 0.01%
28,342
503
$589K 0.01%
154,900
504
$584K 0.01%
59,200
505
$582K 0.01%
77,771
+37,930
506
$577K 0.01%
59,519
507
$570K 0.01%
538,010
-80,490
508
$568K 0.01%
58,600
509
$564K 0.01%
869
+11
510
$561K 0.01%
3,088
+364
511
$561K 0.01%
45,112
-5,810
512
$559K 0.01%
12,834
513
$559K 0.01%
56,000
514
$555K 0.01%
23,968
-500
515
$554K 0.01%
12,734
-1,627
516
$552K 0.01%
10,668
517
$549K 0.01%
5,178
518
$548K 0.01%
116,381
-15,620
519
$547K 0.01%
3,804
+20
520
$546K 0.01%
21,490
521
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55,913
522
$538K 0.01%
1,939
523
$538K 0.01%
61,806
-24,941
524
$536K 0.01%
60,910
-10,000
525
$535K 0.01%
121,887
-54,473
19 20
21
22 23