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
2101
$2K ﹤0.01%
3,366
2102
$2K ﹤0.01%
3,011
2103
$2K ﹤0.01%
200
2104
$2K ﹤0.01%
200
2105
$2K ﹤0.01%
2,725
2106
$2K ﹤0.01%
2,607
2107
$2K ﹤0.01%
200
2108
$2K ﹤0.01%
3,332
2109
$2K ﹤0.01%
80
2110
$2K ﹤0.01%
1,604
2111
$2K ﹤0.01%
1,047
2112
$2K ﹤0.01%
+2,500
2113
$2K ﹤0.01%
1,500
2114
$1K ﹤0.01%
25
2115
$1K ﹤0.01%
100
2116
$1K ﹤0.01%
100
2117
$1K ﹤0.01%
100
2118
$1K ﹤0.01%
976
2119
$1K ﹤0.01%
800
2120
$1K ﹤0.01%
+3,100
2121
$1K ﹤0.01%
1,900
2122
$1K ﹤0.01%
87
2123
$1K ﹤0.01%
400
2124
$1K ﹤0.01%
+100
2125
$1K ﹤0.01%
1,259
83 84
85
86 87