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
476
$645K 0.02%
4,003
477
$645K 0.02%
7,366
+801
478
$641K 0.02%
+31,280
479
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92,458
-21,542
480
$636K 0.02%
23,656
-3,040
481
$631K 0.02%
2,093
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482
$625K 0.01%
63,814
+12,088
483
$622K 0.01%
28,789
+2,519
484
$621K 0.01%
2,441
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485
$620K 0.01%
2,513
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486
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29,651
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487
$619K 0.01%
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488
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10,270
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489
$614K 0.01%
7,310
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490
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24,713
491
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11,039
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492
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106,403
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493
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86,534
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494
$607K 0.01%
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495
$607K 0.01%
61,050
496
$606K 0.01%
9,074
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$605K 0.01%
10,026
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498
$601K 0.01%
33,879
+10,658
499
$598K 0.01%
27,375
+16,775
500
$595K 0.01%
16,252
+182