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
1976
$4K ﹤0.01%
5,400
1977
$4K ﹤0.01%
5,350
1978
$4K ﹤0.01%
446
1979
$4K ﹤0.01%
+6,501
1980
$4K ﹤0.01%
+7,500
1981
$4K ﹤0.01%
400
1982
$4K ﹤0.01%
+401
1983
$4K ﹤0.01%
400
1984
$4K ﹤0.01%
+9,600
1985
$4K ﹤0.01%
500
1986
$4K ﹤0.01%
1,000
1987
$3K ﹤0.01%
3,450
1988
$3K ﹤0.01%
2
1989
$3K ﹤0.01%
30
1990
$3K ﹤0.01%
666
1991
$3K ﹤0.01%
36
1992
$3K ﹤0.01%
50
1993
$3K ﹤0.01%
94
-66
1994
$3K ﹤0.01%
50
1995
$3K ﹤0.01%
108
1996
$3K ﹤0.01%
100
1997
$3K ﹤0.01%
150
1998
$3K ﹤0.01%
100
1999
$3K ﹤0.01%
130
2000
$3K ﹤0.01%
6,000
78 79
80
81 82