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
126
$6.88M 0.16%
37,594
+1,104
127
$6.87M 0.16%
2,692,879
-61,459
128
$6.74M 0.16%
149,595
-50,000
129
$6.7M 0.16%
148,452
-117,720
130
$6.67M 0.16%
69,915
+21,405
131
$6.4M 0.15%
26,498
-1,961
132
$6.37M 0.15%
70,125
-12,470
133
$6.35M 0.15%
341,998
-10,216
134
$6.32M 0.15%
25,071
+706
135
$6.24M 0.15%
50,370
-2,563
136
$6.24M 0.15%
88,725
-37,170
137
$6.23M 0.15%
+344,166
138
$6.21M 0.15%
61,058
-2,870
139
$6.17M 0.15%
41,543
-664
140
$6.13M 0.15%
28,311
+202
141
$6.1M 0.14%
23,613
-1,185
142
$6.07M 0.14%
120,619
+4,495
143
$6M 0.14%
115,571
-8,599
144
$6M 0.14%
299,261
-10,382
145
$5.92M 0.14%
227,877
-10,000
146
$5.92M 0.14%
128,623
-47,259
147
$5.9M 0.14%
121,339
-12,615
148
$5.89M 0.14%
297,727
-638
149
$5.83M 0.14%
480,674
-2,000
150
$5.82M 0.14%
154,803
-900
4 5
6
7 8