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
1426
$26K ﹤0.01%
2,700
1427
$26K ﹤0.01%
480
+74
1428
$26K ﹤0.01%
+200
1429
$26K ﹤0.01%
6,000
1430
$26K ﹤0.01%
809
1431
$26K ﹤0.01%
689
1432
$25K ﹤0.01%
456
1433
$25K ﹤0.01%
478
1434
$25K ﹤0.01%
325
1435
$25K ﹤0.01%
500
1436
$25K ﹤0.01%
369
-45
1437
$25K ﹤0.01%
184
1438
$25K ﹤0.01%
3,705
-833
1439
$25K ﹤0.01%
+300
1440
$25K ﹤0.01%
500
1441
$25K ﹤0.01%
2,177
1442
$25K ﹤0.01%
600
1443
$25K ﹤0.01%
1,411
1444
$25K ﹤0.01%
1,822
1445
$25K ﹤0.01%
49,309
1446
$24K ﹤0.01%
216
1447
$24K ﹤0.01%
1,104
+264
1448
$24K ﹤0.01%
429
-417
1449
$24K ﹤0.01%
1,000
1450
$24K ﹤0.01%
270
+125
56 57
58
59 60