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
526
$534K 0.01%
23,540
-890
527
$530K 0.01%
9,777
+107
528
$529K 0.01%
37,301
-1,000
529
$529K 0.01%
6,733
530
$526K 0.01%
1,987
-603
531
$520K 0.01%
1,516
532
$517K 0.01%
11,884
-1,650
533
$512K 0.01%
+5,413
534
$510K 0.01%
5,476
+725
535
$509K 0.01%
3,253
536
$508K 0.01%
9,427
-1,006
537
$507K 0.01%
3,143
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538
$499K 0.01%
51,100
539
$497K 0.01%
51,128
540
$496K 0.01%
6,204
+2,517
541
$496K 0.01%
3,303
+215
542
$495K 0.01%
50,032
-35,133
543
$494K 0.01%
11,103
544
$491K 0.01%
50,618
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545
$491K 0.01%
50,470
+9,511
546
$489K 0.01%
50,072
547
$484K 0.01%
+50,000
548
$481K 0.01%
+15,400
549
$479K 0.01%
18,005
-5
550
$478K 0.01%
+91,456
20 21
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