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
2226
$0 ﹤0.01%
+232
2227
– –
-15,000
2228
– –
-99
2229
– –
0
2230
– –
-975
2231
– –
-2,000
2232
– –
-4,320
2233
– –
-4,458
2234
– –
-10,000
2235
$0 ﹤0.01%
18
2236
$0 ﹤0.01%
450
2237
– –
-14,370
2238
– –
-300
2239
– –
-1,000
2240
$0 ﹤0.01%
+500
2241
– –
-26,300
2242
– –
-100
2243
– –
-10,000
2244
$0 ﹤0.01%
468
2245
$0 ﹤0.01%
566
2246
– –
-10,400
2247
$0 ﹤0.01%
750
2248
$0 ﹤0.01%
+200
2249
$0 ﹤0.01%
8
2250
$0 ﹤0.01%
32
88 89
90
91 92