AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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
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
2351
-80
2352
-199
2353
-13
2354
-400
2355
-1,000
2356
0
2357
-98,578
2358
-205
2359
-6,700
2360
-457
2361
-87
2362
$0 ﹤0.01%
50
2363
$0 ﹤0.01%
2
2364
$0 ﹤0.01%
16
2365
-341
2366
0
2367
-200
2368
-10
2369
$0 ﹤0.01%
39
2370
-230
2371
-425
2372
-166,650
2373
-2,400
2374
-262
2375
-11,024