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
76
$12.5M 0.3%
379,969
+48,552
77
$12M 0.28%
69,116
-1,772
78
$11.9M 0.28%
+1,230,330
79
$11.5M 0.27%
+104,160
80
$11.4M 0.27%
458,429
+41,055
81
$11.3M 0.27%
61,883
-92,763
82
$11.3M 0.27%
465,928
-16,457
83
$11.2M 0.27%
23,629
-563
84
$11.1M 0.26%
384,886
-100,079
85
$10.9M 0.26%
84,570
-5,600
86
$10.9M 0.26%
184,129
-771
87
$10.7M 0.25%
93,240
+850
88
$10.6M 0.25%
206,615
+11,346
89
$10.6M 0.25%
176,459
+79,714
90
$10.5M 0.25%
179,461
+5,564
91
$10.5M 0.25%
58,693
+6,114
92
$10.5M 0.25%
255,123
+10,614
93
$10.4M 0.25%
18,399
+467
94
$10.3M 0.25%
116,303
+1,076
95
$10.3M 0.24%
45,931
-2,532
96
$9.88M 0.23%
90,534
+89,868
97
$9.81M 0.23%
398,065
+95,319
98
$9.66M 0.23%
190,873
+67,000
99
$9.6M 0.23%
+58,672
100
$9.58M 0.23%
48,680
2 3
4
5 6