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
1201
$51K ﹤0.01%
5,000
1202
$51K ﹤0.01%
+5,000
1203
$51K ﹤0.01%
+5,000
1204
$51K ﹤0.01%
+5,000
1205
$51K ﹤0.01%
+5,000
1206
$51K ﹤0.01%
5,000
1207
$51K ﹤0.01%
5,200
1208
$51K ﹤0.01%
5,270
1209
$51K ﹤0.01%
+5,000
1210
$50K ﹤0.01%
63
+16
1211
$50K ﹤0.01%
1,000
1212
$50K ﹤0.01%
5,000
-12,000
1213
$50K ﹤0.01%
+5,000
1214
$50K ﹤0.01%
+5,000
1215
$50K ﹤0.01%
+5,000
1216
$50K ﹤0.01%
+5,000
1217
$50K ﹤0.01%
+5,000
1218
$50K ﹤0.01%
+5,000
1219
$50K ﹤0.01%
+5,000
1220
$50K ﹤0.01%
+5,000
1221
$50K ﹤0.01%
5,000
1222
$50K ﹤0.01%
11,291
-1,561
1223
$50K ﹤0.01%
5,000
1224
$50K ﹤0.01%
+5,000
1225
$49K ﹤0.01%
6,500
47 48
49
50 51