AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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
VISN
Vistance Networks Inc
VISN
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.31M

Sector Composition

1 Industrials 13.07%
2 Financials 12.7%
3 Technology 12.49%
4 Consumer Discretionary 11.44%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$0 ﹤0.01%
+2,000
2402
$0 ﹤0.01%
87
2403
– –
-31,500
2404
$0 ﹤0.01%
359
2405
– –
-9,800
2406
$0 ﹤0.01%
188
2407
– –
-1,000
2408
– –
-1,285
2409
– –
-10,000
2410
$0 ﹤0.01%
+232
2411
– –
-15,000
2412
– –
-99
2413
– –
0
2414
– –
-975
2415
– –
-2,000
2416
– –
-4,320
2417
– –
-4,458
2418
– –
-10,000
2419
$0 ﹤0.01%
18
2420
$0 ﹤0.01%
450
2421
– –
-14,370
2422
– –
-300
2423
– –
-1,000
2424
$0 ﹤0.01%
+500
2425
– –
-26,300
93 94 95 96
97