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
551
$472K 0.01%
48,063
552
$471K 0.01%
57,346
-7,000
553
$471K 0.01%
17,500
554
$469K 0.01%
48,246
555
$469K 0.01%
20,491
556
$463K 0.01%
10,317
557
$458K 0.01%
47,300
558
$457K 0.01%
10,311
559
$457K 0.01%
47,000
560
$453K 0.01%
3,000
561
$452K 0.01%
23,587
562
$450K 0.01%
6,289
+639
563
$448K 0.01%
3,934
564
$445K 0.01%
40,754
-5,220
565
$438K 0.01%
18,620
-2,400
566
$437K 0.01%
5,222
+1
567
$436K 0.01%
+4,265
568
$430K 0.01%
65,088
-8,080
569
$427K 0.01%
25,551
+1,300
570
$425K 0.01%
19,036
571
$422K 0.01%
3,900
-1,100
572
$421K 0.01%
42,537
+1,037
573
$419K 0.01%
14,716
-1,275
574
$418K 0.01%
5,160
575
$414K 0.01%
1,415
+34
21 22
23
24 25