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
1926
$5K ﹤0.01%
9,400
+2,000
1927
$5K ﹤0.01%
6,132
1928
$5K ﹤0.01%
500
1929
$5K ﹤0.01%
+10,000
1930
$5K ﹤0.01%
+500
1931
$5K ﹤0.01%
+10,000
1932
$5K ﹤0.01%
500
1933
$5K ﹤0.01%
464
1934
$5K ﹤0.01%
7,600
1935
$5K ﹤0.01%
490
1936
$5K ﹤0.01%
10,542
1937
$5K ﹤0.01%
+500
1938
$5K ﹤0.01%
8,600
1939
$5K ﹤0.01%
50
1940
$4K ﹤0.01%
400
1941
$4K ﹤0.01%
300
1942
$4K ﹤0.01%
25
1943
$4K ﹤0.01%
6
1944
$4K ﹤0.01%
100
1945
$4K ﹤0.01%
35
1946
$4K ﹤0.01%
48
1947
$4K ﹤0.01%
+4,433
1948
$4K ﹤0.01%
+125
1949
$4K ﹤0.01%
30
1950
$4K ﹤0.01%
+120
76 77
78
79 80