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
1701
$10K ﹤0.01%
300
1702
$10K ﹤0.01%
+67
1703
$10K ﹤0.01%
77
1704
$10K ﹤0.01%
105
1705
$10K ﹤0.01%
300
1706
$10K ﹤0.01%
250
+102
1707
$10K ﹤0.01%
388
1708
$10K ﹤0.01%
550
1709
$10K ﹤0.01%
251
1710
$10K ﹤0.01%
1,500
1711
$10K ﹤0.01%
+25,000
1712
$10K ﹤0.01%
+1,395
1713
$10K ﹤0.01%
10,150
-2,000
1714
$10K ﹤0.01%
9,500
1715
$10K ﹤0.01%
62
1716
$10K ﹤0.01%
6,540
1717
$10K ﹤0.01%
11,600
1718
$10K ﹤0.01%
1,000
1719
$10K ﹤0.01%
1,013
1720
$10K ﹤0.01%
1,000
1721
$10K ﹤0.01%
+1,000
1722
$10K ﹤0.01%
14,839
1723
$10K ﹤0.01%
16,866
1724
$10K ﹤0.01%
1,000
1725
$10K ﹤0.01%
1,000
67 68
69
70 71