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
2251
$0 ﹤0.01%
400
2252
– –
-25,522
2253
$0 ﹤0.01%
279
2254
$0 ﹤0.01%
28
2255
– –
-5,000
2256
– –
-3,000
2257
– –
-34,253
2258
– –
-100
2259
– –
-100
2260
– –
-15,244
2261
– –
-3,862
2262
– –
-29,310
2263
– –
-39
2264
– –
-24,000
2265
– –
-20,100
2266
– –
-19,299
2267
– –
-16,500
2268
– –
-77,109
2269
– –
-10,000
2270
– –
-6,093
2271
– –
-10,700
2272
– –
-16,858
2273
– –
-1,400
2274
– –
-1,250
2275
– –
-24,100
89 90
91
92 93