AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
626
$342K 0.01%
4,000
627
$342K 0.01%
85,683
+26,648
628
$340K 0.01%
555
629
$340K 0.01%
+34,900
630
$339K 0.01%
5,074
+4,900
631
$338K 0.01%
22,014
-2,570
632
$337K 0.01%
34,623
633
$334K 0.01%
34,000
+8,000
634
$333K 0.01%
78,805
-11,550
635
$330K 0.01%
12,700
636
$330K 0.01%
34,000
637
$328K 0.01%
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638
$328K 0.01%
33,000
639
$325K 0.01%
3,723
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640
$325K 0.01%
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641
$323K 0.01%
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642
$322K 0.01%
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$319K 0.01%
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646
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647
$318K 0.01%
22,279
-500
648
$317K 0.01%
4,407
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649
$317K 0.01%
612
650
$316K 0.01%
1,521