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
1401
$28K ﹤0.01%
123
1402
$28K ﹤0.01%
363
-29,518
1403
$28K ﹤0.01%
+2,800
1404
$28K ﹤0.01%
53,700
1405
$28K ﹤0.01%
3,268
-1,000
1406
$28K ﹤0.01%
2,800
1407
$28K ﹤0.01%
600
1408
$27K ﹤0.01%
1,636
-1,890
1409
$27K ﹤0.01%
352
1410
$27K ﹤0.01%
496
1411
$27K ﹤0.01%
335
1412
$27K ﹤0.01%
441
1413
$27K ﹤0.01%
167
1414
$27K ﹤0.01%
191
-125
1415
$27K ﹤0.01%
70
1416
$27K ﹤0.01%
465
1417
$27K ﹤0.01%
+2,700
1418
$26K ﹤0.01%
308
1419
$26K ﹤0.01%
1,030
+360
1420
$26K ﹤0.01%
440
1421
$26K ﹤0.01%
+2,600
1422
$26K ﹤0.01%
+4,634
1423
$26K ﹤0.01%
2,700
+2,000
1424
$26K ﹤0.01%
47,419
1425
$26K ﹤0.01%
600
55 56
57
58 59