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
1501
$20K ﹤0.01%
+100
1502
$20K ﹤0.01%
50
1503
$20K ﹤0.01%
500
1504
$20K ﹤0.01%
524
+220
1505
$20K ﹤0.01%
630
1506
$20K ﹤0.01%
200
1507
$20K ﹤0.01%
127
1508
$20K ﹤0.01%
86
+1
1509
$20K ﹤0.01%
2,000
1510
$20K ﹤0.01%
630
1511
$20K ﹤0.01%
+2,000
1512
$20K ﹤0.01%
2,000
1513
$20K ﹤0.01%
29,684
1514
$20K ﹤0.01%
2,011
+2,000
1515
$20K ﹤0.01%
+2,000
1516
$20K ﹤0.01%
2,000
1517
$20K ﹤0.01%
2,000
1518
$20K ﹤0.01%
36,647
1519
$20K ﹤0.01%
30,752
1520
$20K ﹤0.01%
2,000
1521
$20K ﹤0.01%
+7,000
1522
$19K ﹤0.01%
190
-200
1523
$19K ﹤0.01%
4,000
1524
$19K ﹤0.01%
24,395
1525
$19K ﹤0.01%
186
59 60
61
62 63