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
601
$377K 0.01%
6,275
602
$376K 0.01%
2,125
-19
603
$375K 0.01%
3,821
604
$373K 0.01%
38,511
605
$366K 0.01%
4,775
-500
606
$366K 0.01%
790
607
$366K 0.01%
70,965
-9,020
608
$365K 0.01%
7,000
-300
609
$364K 0.01%
45,846
-5,940
610
$362K 0.01%
2,460
611
$362K 0.01%
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612
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28,454
613
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614
$356K 0.01%
26,357
-8,720
615
$353K 0.01%
5,495
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616
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29,250
-15,200
617
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618
$350K 0.01%
36,000
619
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620
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621
$347K 0.01%
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622
$345K 0.01%
+604,950
623
$344K 0.01%
1,575
624
$343K 0.01%
+35,000
625
$342K 0.01%
4,000