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
1001
$99K ﹤0.01%
+10,000
1002
$99K ﹤0.01%
10,100
1003
$98K ﹤0.01%
1,781
1004
$98K ﹤0.01%
+10,000
1005
$98K ﹤0.01%
10,000
1006
$98K ﹤0.01%
10,000
+5,000
1007
$98K ﹤0.01%
10,000
1008
$97K ﹤0.01%
500
1009
$97K ﹤0.01%
72
+25
1010
$97K ﹤0.01%
10,000
1011
$97K ﹤0.01%
+10,000
1012
$96K ﹤0.01%
+10,000
1013
$95K ﹤0.01%
2,847
-374
1014
$95K ﹤0.01%
1,748
1015
$94K ﹤0.01%
+1,600
1016
$94K ﹤0.01%
616
-270
1017
$94K ﹤0.01%
30,000
1018
$93K ﹤0.01%
393
1019
$92K ﹤0.01%
3,380
1020
$92K ﹤0.01%
3,499
1021
$92K ﹤0.01%
+9,127
1022
$91K ﹤0.01%
+9,000
1023
$91K ﹤0.01%
9,375
1024
$90K ﹤0.01%
1,046
1025
$90K ﹤0.01%
1,348
-46,473
39 40
41
42 43