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
726
$240K 0.01%
+23,000
727
$238K 0.01%
+23,200
728
$236K 0.01%
6,359
-1,227
729
$236K 0.01%
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730
$235K 0.01%
1,292
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731
$233K 0.01%
1,184
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732
$232K 0.01%
1,035
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733
$231K 0.01%
273
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734
$231K 0.01%
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1,159
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736
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11,085
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$228K 0.01%
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$227K 0.01%
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$227K 0.01%
4,380
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2,376
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$224K 0.01%
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26,718
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744
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$223K 0.01%
22,678
746
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1,926
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747
$219K 0.01%
4,450
-1,840
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$218K 0.01%
84
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749
$218K 0.01%
+21,700
750
$217K 0.01%
1,815
-300