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
1451
$24K ﹤0.01%
200
1452
$24K ﹤0.01%
1,000
1453
$24K ﹤0.01%
+505
1454
$24K ﹤0.01%
168
1455
$24K ﹤0.01%
450
1456
$24K ﹤0.01%
583
-1,730
1457
$24K ﹤0.01%
2,400
1458
$24K ﹤0.01%
406
-854
1459
$24K ﹤0.01%
+2,390
1460
$23K ﹤0.01%
568
1461
$23K ﹤0.01%
128
-86
1462
$23K ﹤0.01%
1,224
-1,760
1463
$23K ﹤0.01%
400
1464
$23K ﹤0.01%
2,333
1465
$23K ﹤0.01%
740
1466
$23K ﹤0.01%
2,400
1467
$23K ﹤0.01%
603
1468
$22K ﹤0.01%
2,500
1469
$22K ﹤0.01%
301
1470
$22K ﹤0.01%
333
+13
1471
$22K ﹤0.01%
288
1472
$22K ﹤0.01%
610
1473
$22K ﹤0.01%
800
1474
$22K ﹤0.01%
1,000
1475
$22K ﹤0.01%
62
57 58
59
60 61