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
2001
$3K ﹤0.01%
1,900
-3,100
2002
$3K ﹤0.01%
68
2003
$3K ﹤0.01%
10
2004
$3K ﹤0.01%
51
2005
$3K ﹤0.01%
+5,000
2006
$3K ﹤0.01%
3,175
2007
$3K ﹤0.01%
8
2008
$3K ﹤0.01%
3,892
2009
$3K ﹤0.01%
+3,332
2010
$3K ﹤0.01%
5,300
+5,000
2011
$3K ﹤0.01%
+5,450
2012
$3K ﹤0.01%
+4,500
2013
$3K ﹤0.01%
5,589
2014
$3K ﹤0.01%
4,650
-2,600
2015
$3K ﹤0.01%
3,200
2016
$3K ﹤0.01%
+5,850
2017
$3K ﹤0.01%
3,179
2018
$3K ﹤0.01%
+300
2019
$3K ﹤0.01%
300
2020
$3K ﹤0.01%
3,750
2021
$3K ﹤0.01%
67
2022
$3K ﹤0.01%
+5,000
2023
$3K ﹤0.01%
+140
2024
$3K ﹤0.01%
4,125
2025
$3K ﹤0.01%
6,364
79 80
81
82 83