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
101
$9.45M 0.22%
133,890
+11,560
102
$9.3M 0.22%
249,530
-16,480
103
$8.97M 0.21%
196,302
-47,000
104
$8.94M 0.21%
293,428
+21,034
105
$8.91M 0.21%
49,890
-26,490
106
$8.82M 0.21%
62,667
+34
107
$8.6M 0.2%
168,349
-10,690
108
$8.56M 0.2%
440,654
-25,408
109
$8.41M 0.2%
369,214
+123,155
110
$8.38M 0.2%
298,040
-42,840
111
$8.24M 0.2%
124,324
-10,027
112
$8.04M 0.19%
32,957
-751
113
$8.02M 0.19%
93,156
+1,465
114
$8.02M 0.19%
141,930
-43,500
115
$7.94M 0.19%
1,422,380
+6,985
116
$7.79M 0.18%
121,810
+68,680
117
$7.7M 0.18%
139,372
+29,607
118
$7.54M 0.18%
585,977
+215,540
119
$7.42M 0.18%
1,017,070
+7,330
120
$7.38M 0.17%
360,261
-9,855
121
$7.37M 0.17%
364,465
-21,360
122
$7.3M 0.17%
3,743,835
-3,300
123
$6.96M 0.16%
673,206
-199,989
124
$6.92M 0.16%
908,388
-120,270
125
$6.89M 0.16%
562,438
+10,440
3 4
5
6 7