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
2326
– –
-97,500
2327
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-5,854
2328
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-4,504
2329
$0 ﹤0.01%
+4
2330
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-1,300
2331
– –
-24
2332
$0 ﹤0.01%
8
2333
– –
-228
2334
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-10,000
2335
$0 ﹤0.01%
15
2336
– –
-672,348
2337
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-2,975
2338
– –
-90,567
2339
– –
-614
2340
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-80
2341
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-199
2342
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-13
2343
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-400
2344
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-1,000
2345
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0
2346
– –
-98,578
2347
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-205
2348
– –
-6,700
2349
– –
-457
2350
– –
-87
92 93
94
95 96