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
751
$217K 0.01%
22,335
752
$217K 0.01%
46,169
753
$216K 0.01%
1,458
-16,694
754
$215K 0.01%
2,002
+1,354
755
$215K 0.01%
2,372
756
$215K 0.01%
+20,900
757
$215K 0.01%
44,000
758
$214K 0.01%
3,634
+170
759
$208K ﹤0.01%
3,000
760
$208K ﹤0.01%
814
761
$207K ﹤0.01%
5,437
-107
762
$207K ﹤0.01%
2,341
+1,916
763
$206K ﹤0.01%
20,789
764
$205K ﹤0.01%
1,548
765
$204K ﹤0.01%
869
+50
766
$203K ﹤0.01%
2,702
-873
767
$203K ﹤0.01%
+20,000
768
$203K ﹤0.01%
+20,000
769
$202K ﹤0.01%
1,962
+1,278
770
$202K ﹤0.01%
20,100
771
$201K ﹤0.01%
+20,000
772
$201K ﹤0.01%
20,713
773
$201K ﹤0.01%
+19,800
774
$200K ﹤0.01%
24,106
-1,344
775
$200K ﹤0.01%
+4,800
29 30
31
32 33