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
576
$414K 0.01%
42,629
+8,000
577
$414K 0.01%
582,407
578
$411K 0.01%
12,393
+806
579
$411K 0.01%
3,827
-77,410
580
$409K 0.01%
+57,340
581
$407K 0.01%
9,750
-4,380
582
$405K 0.01%
5,545
583
$403K 0.01%
24,250
+23,000
584
$403K 0.01%
6,070
+169
585
$403K 0.01%
11,161
-1,460
586
$399K 0.01%
2,401
+744
587
$397K 0.01%
40,000
588
$396K 0.01%
7,005
589
$396K 0.01%
40,000
590
$394K 0.01%
3,419
-251
591
$392K 0.01%
40,482
+3,782
592
$391K 0.01%
+38,400
593
$388K 0.01%
10,898
594
$387K 0.01%
18,632
+3,276
595
$386K 0.01%
27,170
596
$386K 0.01%
38,995
+5,000
597
$385K 0.01%
39,838
598
$382K 0.01%
3,492
+619
599
$382K 0.01%
39,140
600
$378K 0.01%
3,483
22 23
24
25 26