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
151
$5.67M 0.13%
30,039
+5,074
152
$5.61M 0.13%
106,420
-3,217
153
$5.59M 0.13%
160,564
-30,590
154
$5.57M 0.13%
47,634
-30
155
$5.53M 0.13%
45,928
-7,534
156
$5.41M 0.13%
25,941
+431
157
$5.35M 0.13%
17,506
-110
158
$5.34M 0.13%
+1,068,531
159
$5.34M 0.13%
81,098
+3,428
160
$5.34M 0.13%
161,812
-486
161
$5.29M 0.13%
49,350
-5,997
162
$5.28M 0.13%
30,875
-400
163
$5.27M 0.12%
14,956
+76
164
$5.24M 0.12%
247,033
-3,296
165
$5.23M 0.12%
133,416
-3,436
166
$5.15M 0.12%
19,925
+16,470
167
$5.09M 0.12%
20,478
+340
168
$5.08M 0.12%
+87,851
169
$4.96M 0.12%
96,789
-4,580
170
$4.95M 0.12%
225,574
+1,647
171
$4.92M 0.12%
56,438
-1,190
172
$4.82M 0.11%
35,628
-5
173
$4.81M 0.11%
131,272
-14,080
174
$4.66M 0.11%
28,659
-124
175
$4.65M 0.11%
33,292
+26,240
5 6
7
8 9