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
401
$872K 0.02%
2,425
+55
402
$869K 0.02%
65,601
403
$868K 0.02%
87,634
+2,000
404
$861K 0.02%
86,800
405
$860K 0.02%
23,104
406
$855K 0.02%
9,207
-599
407
$853K 0.02%
24,840
-562,690
408
$837K 0.02%
32,702
+27,907
409
$835K 0.02%
26,670
-13,860
410
$834K 0.02%
1,383
-116
411
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11,430
-2,487
412
$832K 0.02%
8,752
-465
413
$829K 0.02%
9,456
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414
$828K 0.02%
83,855
+8,267
415
$827K 0.02%
51,661
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416
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4,322
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417
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52,821
418
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20,475
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419
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2,533
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420
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11,254
-1,026
421
$794K 0.02%
11,457
-25,590
422
$789K 0.02%
3,814
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423
$789K 0.02%
6,050
424
$789K 0.02%
12,709
-44
425
$784K 0.02%
19,186
-16,493