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
2201
$1K ﹤0.01%
1,666
2202
$1K ﹤0.01%
1,550
-1,000
2203
$1K ﹤0.01%
1,139
2204
$1K ﹤0.01%
+3,780
2205
$1K ﹤0.01%
34
-1
2206
$1K ﹤0.01%
45,000
2207
$1K ﹤0.01%
14,770
2208
$1K ﹤0.01%
2,067
2209
$1K ﹤0.01%
+2,600
2210
$1K ﹤0.01%
+1,450
2211
$1K ﹤0.01%
1,400
2212
– –
-5,000
2213
– –
-1,500
2214
– –
0
2215
– –
-91,094
2216
– –
-1,000
2217
$0 ﹤0.01%
2,000
2218
$0 ﹤0.01%
87
2219
– –
-31,500
2220
$0 ﹤0.01%
359
2221
– –
-9,800
2222
$0 ﹤0.01%
188
2223
– –
-1,000
2224
– –
-1,285
2225
– –
-10,000
87 88
89
90 91