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
201
$3.57M 0.08%
17,751
+1,311
202
$3.46M 0.08%
45,135
+250
203
$3.42M 0.08%
6,032
+272
204
$3.37M 0.08%
40,092
-2,006
205
$3.36M 0.08%
20,767
-364
206
$3.35M 0.08%
16,680
207
$3.33M 0.08%
9,969
-775
208
$3.33M 0.08%
10,458
+117
209
$3.29M 0.08%
97,842
-14,835
210
$3.24M 0.08%
39,859
+8,020
211
$3.21M 0.08%
60,579
-9,779
212
$3.15M 0.07%
38,958
-889
213
$3.14M 0.07%
4,940
-210
214
$3.14M 0.07%
10,552
-52
215
$3.11M 0.07%
75,351
-3,990
216
$3.11M 0.07%
219,679
217
$3.04M 0.07%
40,067
+4,734
218
$3.03M 0.07%
103,130
+7,980
219
$3.03M 0.07%
914,666
+829,216
220
$2.98M 0.07%
17,565
-1,325
221
$2.98M 0.07%
52,985
-366
222
$2.95M 0.07%
142,299
-12,730
223
$2.94M 0.07%
+37,870
224
$2.92M 0.07%
19,111
+199
225
$2.91M 0.07%
345,735
-28,742
7 8
9
10 11