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
951
$111K ﹤0.01%
11,250
952
$110K ﹤0.01%
174
+17
953
$110K ﹤0.01%
376
+290
954
$110K ﹤0.01%
470
+130
955
$110K ﹤0.01%
11,000
956
$110K ﹤0.01%
11,000
957
$109K ﹤0.01%
5,500
958
$109K ﹤0.01%
+11,130
959
$108K ﹤0.01%
1,160
+500
960
$108K ﹤0.01%
1,188
+176
961
$108K ﹤0.01%
11,000
962
$107K ﹤0.01%
1,150
963
$107K ﹤0.01%
442
964
$107K ﹤0.01%
+10,900
965
$106K ﹤0.01%
10,810
966
$106K ﹤0.01%
10,900
967
$105K ﹤0.01%
10,675
+5,000
968
$105K ﹤0.01%
+10,400
969
$104K ﹤0.01%
6,500
970
$104K ﹤0.01%
200
971
$104K ﹤0.01%
1,750
972
$103K ﹤0.01%
1,100
973
$103K ﹤0.01%
3,561
+2,374
974
$103K ﹤0.01%
+10,100
975
$102K ﹤0.01%
2,879
37 38
39
40 41