AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.31M

Sector Composition

1 Industrials 13.07%
2 Financials 12.7%
3 Technology 12.49%
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%
34
-1
2202
$1K ﹤0.01%
45,000
2203
$1K ﹤0.01%
14,770
2204
$1K ﹤0.01%
2,067
2205
$1K ﹤0.01%
+2,600
2206
$1K ﹤0.01%
+1,450
2207
$1K ﹤0.01%
1,400
2208
$1K ﹤0.01%
50
2209
– –
-24
2210
– –
-594
2211
– –
-40,000
2212
– –
-50
2213
– –
-3,000
2214
– –
-23,106
2215
– –
-1,000
2216
– –
-43
2217
– –
-907
2218
– –
-882
2219
– –
-16
2220
– –
-1,000
2221
– –
-730
2222
– –
-100
2223
– –
-10,000
2224
$0 ﹤0.01%
468
2225
$0 ﹤0.01%
566
87 88
89
90 91