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
676
$289K 0.01%
8,966
-1,650
677
$289K 0.01%
9,765
+48
678
$287K 0.01%
19,691
679
$287K 0.01%
29,600
680
$284K 0.01%
6,600
681
$283K 0.01%
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682
$281K 0.01%
29,387
-5,313
683
$280K 0.01%
29,010
684
$279K 0.01%
15,325
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685
$279K 0.01%
5,523
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686
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2,309
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688
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689
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690
$272K 0.01%
28,071
691
$271K 0.01%
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693
$268K 0.01%
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697
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10,022
698
$263K 0.01%
376,150
+375,150
699
$262K 0.01%
37,383
700
$262K 0.01%
27,033
+734