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
2051
$2K ﹤0.01%
10
2052
$2K ﹤0.01%
100
2053
$2K ﹤0.01%
50
2054
$2K ﹤0.01%
42
-6
2055
$2K ﹤0.01%
25
2056
$2K ﹤0.01%
176
2057
$2K ﹤0.01%
100
2058
$2K ﹤0.01%
525
2059
$2K ﹤0.01%
2,418
2060
$2K ﹤0.01%
+12
2061
$2K ﹤0.01%
3,950
2062
$2K ﹤0.01%
36
2063
$2K ﹤0.01%
175
2064
$2K ﹤0.01%
21
2065
$2K ﹤0.01%
25
-37
2066
$2K ﹤0.01%
27
2067
$2K ﹤0.01%
22
2068
$2K ﹤0.01%
+14
2069
$2K ﹤0.01%
46
+1
2070
$2K ﹤0.01%
31
2071
$2K ﹤0.01%
100
2072
$2K ﹤0.01%
40
2073
$2K ﹤0.01%
50
2074
$2K ﹤0.01%
6
2075
$2K ﹤0.01%
20
81 82
83
84 85