AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
51
$20M 0.47%
1,707,455
+323,449
52
$18.8M 0.44%
1,735,650
+276,710
53
$17.9M 0.42%
108,336
+1,369
54
$17.8M 0.42%
1,049,395
-41,971
55
$16.7M 0.4%
161,397
+981
56
$16M 0.38%
180,323
+11,845
57
$16M 0.38%
214,046
-44,028
58
$15.9M 0.38%
158,119
+16,090
59
$15.3M 0.36%
38,384
-9,839
60
$15.2M 0.36%
308,193
-89,761
61
$14.8M 0.35%
183,417
+2,429
62
$14.7M 0.35%
40,781
+14
63
$14.3M 0.34%
466,309
+4,620
64
$14.1M 0.34%
680,465
-320,008
65
$13.9M 0.33%
353,444
-60,757
66
$13.9M 0.33%
1,533,943
-24,890
67
$13.8M 0.33%
+494,400
68
$13.6M 0.32%
119,553
+19,121
69
$13.5M 0.32%
293,947
-53,110
70
$13.5M 0.32%
646,881
-77,459
71
$13.4M 0.32%
59,447
-1,725
72
$13.3M 0.31%
234,525
+17,220
73
$13.2M 0.31%
170,221
-6,255
74
$12.8M 0.3%
88,580
+1,020
75
$12.8M 0.3%
267,080
+14,656
1 2
3
4 5