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
1676
$11K ﹤0.01%
168
-46
1677
$11K ﹤0.01%
+264
1678
$11K ﹤0.01%
1,078
1679
$11K ﹤0.01%
784
-570
1680
$11K ﹤0.01%
28
-4,240
1681
$11K ﹤0.01%
+203
1682
$11K ﹤0.01%
1,100
1683
$11K ﹤0.01%
+16,500
1684
$11K ﹤0.01%
1,100
1685
$11K ﹤0.01%
1,068
1686
$11K ﹤0.01%
1,100
1687
$11K ﹤0.01%
400
1688
$11K ﹤0.01%
20,860
1689
$11K ﹤0.01%
1,100
1690
$11K ﹤0.01%
13,698
1691
$11K ﹤0.01%
525
1692
$11K ﹤0.01%
+1,060
1693
$10K ﹤0.01%
1,000
1694
$10K ﹤0.01%
680
1695
$10K ﹤0.01%
1,000
1696
$10K ﹤0.01%
257
1697
$10K ﹤0.01%
347
1698
$10K ﹤0.01%
250
-134,502
1699
$10K ﹤0.01%
475
1700
$10K ﹤0.01%
70
66 67
68
69 70