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
176
$4.58M 0.11%
39,830
177
$4.58M 0.11%
111,323
-69,680
178
$4.58M 0.11%
49,038
-8,789
179
$4.56M 0.11%
48,875
+877
180
$4.5M 0.11%
219,090
-2,554
181
$4.47M 0.11%
+127,150
182
$4.43M 0.11%
72,463
+8,798
183
$4.42M 0.1%
84,679
-12,602
184
$4.38M 0.1%
1,826
+95
185
$4.3M 0.1%
538,621
-1,094
186
$3.96M 0.09%
10,505
-7,580
187
$3.88M 0.09%
282,195
-74,570
188
$3.86M 0.09%
+128,479
189
$3.85M 0.09%
109,769
+5,883
190
$3.81M 0.09%
224,711
+34,558
191
$3.78M 0.09%
263,459
+58,683
192
$3.77M 0.09%
121,961
-1,857
193
$3.71M 0.09%
11,017
+373
194
$3.69M 0.09%
26,483
-576
195
$3.66M 0.09%
50,519
+1,141
196
$3.65M 0.09%
177,290
-71,838
197
$3.64M 0.09%
60,796
+14,918
198
$3.62M 0.09%
91,785
-4,139
199
$3.6M 0.09%
22,880
-161
200
$3.59M 0.09%
47,307
-587
6 7
8
9 10