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
1326
$36K ﹤0.01%
3,600
1327
$36K ﹤0.01%
+170
1328
$36K ﹤0.01%
1,000
1329
$35K ﹤0.01%
+1,000
1330
$35K ﹤0.01%
525
+300
1331
$35K ﹤0.01%
538
1332
$35K ﹤0.01%
344
1333
$35K ﹤0.01%
1,083
+2
1334
$35K ﹤0.01%
1,115
-2
1335
$35K ﹤0.01%
3,332
1336
$35K ﹤0.01%
+1,321
1337
$35K ﹤0.01%
+1,000
1338
$35K ﹤0.01%
62
1339
$35K ﹤0.01%
952
+1
1340
$35K ﹤0.01%
1,470
-214,152
1341
$35K ﹤0.01%
3,600
1342
$35K ﹤0.01%
320
1343
$34K ﹤0.01%
+960
1344
$34K ﹤0.01%
1,000
+500
1345
$34K ﹤0.01%
1,340
+1,298
1346
$34K ﹤0.01%
200
1347
$34K ﹤0.01%
3,490
1348
$34K ﹤0.01%
+3,409
1349
$33K ﹤0.01%
660
1350
$33K ﹤0.01%
490
52 53
54
55 56