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
701
$260K 0.01%
26,300
-1,000
702
$259K 0.01%
9,583
703
$259K 0.01%
25,342
-14,355
704
$256K 0.01%
15,000
705
$255K 0.01%
+25,700
706
$254K 0.01%
+26,399
707
$254K 0.01%
25,706
708
$252K 0.01%
+8,780
709
$250K 0.01%
3,076
+358
710
$250K 0.01%
+25,522
711
$250K 0.01%
25,257
+257
712
$249K 0.01%
5,100
713
$247K 0.01%
+13,319
714
$246K 0.01%
1,200
715
$246K 0.01%
+25,000
716
$244K 0.01%
2,375
717
$244K 0.01%
89,512
-30,325
718
$244K 0.01%
25,100
719
$243K 0.01%
5,141
720
$242K 0.01%
24,800
721
$242K 0.01%
+24,000
722
$241K 0.01%
3,961
723
$240K 0.01%
32,170
-39,810
724
$240K 0.01%
3,400
725
$240K 0.01%
24,800
27 28
29
30 31