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
601
$377K 0.01%
6,275
602
$376K 0.01%
2,125
-19
603
$375K 0.01%
3,821
604
$373K 0.01%
38,511
605
$371K 0.01%
11,985
-3,429
606
$366K 0.01%
4,775
-500
607
$366K 0.01%
790
608
$366K 0.01%
70,965
-9,020
609
$365K 0.01%
7,000
-300
610
$364K 0.01%
45,846
-5,940
611
$362K 0.01%
2,460
612
$362K 0.01%
37,329
613
$358K 0.01%
28,454
614
$356K 0.01%
8,930
-520
615
$356K 0.01%
26,357
-8,720
616
$353K 0.01%
5,495
-3,875
617
$353K 0.01%
29,250
-15,200
618
$350K 0.01%
4,824
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619
$350K 0.01%
36,000
620
$349K 0.01%
35,993
621
$348K 0.01%
35,157
622
$347K 0.01%
27,619
623
$345K 0.01%
+604,950
624
$344K 0.01%
1,575
625
$343K 0.01%
+35,000
23 24
25
26 27