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
976
$102K ﹤0.01%
1,635
+1
977
$102K ﹤0.01%
625
978
$102K ﹤0.01%
+10,000
979
$102K ﹤0.01%
+10,100
980
$102K ﹤0.01%
+10,098
981
$102K ﹤0.01%
4,500
982
$101K ﹤0.01%
10,000
983
$101K ﹤0.01%
955
984
$101K ﹤0.01%
+10,100
985
$101K ﹤0.01%
+10,000
986
$101K ﹤0.01%
+10,000
987
$100K ﹤0.01%
859
988
$100K ﹤0.01%
+10,000
989
$100K ﹤0.01%
+10,000
990
$100K ﹤0.01%
+10,000
991
$100K ﹤0.01%
33,309
-4,260
992
$100K ﹤0.01%
10,095
993
$100K ﹤0.01%
10,000
994
$99K ﹤0.01%
1,500
995
$99K ﹤0.01%
12,740
996
$99K ﹤0.01%
1,433
-500
997
$99K ﹤0.01%
913
998
$99K ﹤0.01%
+9,827
999
$99K ﹤0.01%
+10,000
1000
$99K ﹤0.01%
+10,000
38 39
40
41 42