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
651
$316K 0.01%
32,500
652
$316K 0.01%
32,000
+2,000
653
$314K 0.01%
5,114
-2,158
654
$311K 0.01%
32,089
655
$310K 0.01%
16,766
+6,993
656
$308K 0.01%
38,443
-6,210
657
$308K 0.01%
7,740
+1,160
658
$308K 0.01%
787
659
$307K 0.01%
3,358
-2,371
660
$305K 0.01%
31,459
661
$303K 0.01%
6,167
662
$302K 0.01%
+615,615
663
$302K 0.01%
+30,000
664
$301K 0.01%
+30,000
665
$299K 0.01%
11,550
666
$299K 0.01%
30,000
-16,700
667
$297K 0.01%
+30,540
668
$296K 0.01%
+30,000
669
$295K 0.01%
596
+120
670
$295K 0.01%
+30,300
671
$294K 0.01%
7,008
+22
672
$294K 0.01%
30,040
+7,747
673
$291K 0.01%
2,381
-67
674
$291K 0.01%
840
675
$289K 0.01%
4,488
+681
25 26
27
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