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
2076
$2K ﹤0.01%
4,366
2077
$2K ﹤0.01%
10
2078
$2K ﹤0.01%
3,333
2079
$2K ﹤0.01%
10
2080
$2K ﹤0.01%
+3,950
2081
$2K ﹤0.01%
333
2082
$2K ﹤0.01%
200
2083
$2K ﹤0.01%
+5,000
2084
$2K ﹤0.01%
+5,000
2085
$2K ﹤0.01%
2,119
2086
$2K ﹤0.01%
+3,519
2087
$2K ﹤0.01%
+3,332
2088
$2K ﹤0.01%
+2,000
2089
$2K ﹤0.01%
2,633
2090
$2K ﹤0.01%
+200
2091
$2K ﹤0.01%
200
2092
$2K ﹤0.01%
200
2093
$2K ﹤0.01%
1,979
2094
$2K ﹤0.01%
+5,000
2095
$2K ﹤0.01%
200
2096
$2K ﹤0.01%
2,000
2097
$2K ﹤0.01%
200
2098
$2K ﹤0.01%
3,000
2099
$2K ﹤0.01%
3,100
2100
$2K ﹤0.01%
3,066
82 83
84
85 86