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
776
$200K ﹤0.01%
+19,900
777
$199K ﹤0.01%
725
778
$199K ﹤0.01%
19,350
779
$199K ﹤0.01%
20,100
780
$199K ﹤0.01%
20,200
+5,000
781
$199K ﹤0.01%
20,028
782
$198K ﹤0.01%
734
783
$198K ﹤0.01%
+20,000
784
$197K ﹤0.01%
808
785
$196K ﹤0.01%
+33,750
786
$196K ﹤0.01%
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787
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788
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$194K ﹤0.01%
2,082
+232
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$194K ﹤0.01%
10,808
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$193K ﹤0.01%
16,252
-2,090
792
$193K ﹤0.01%
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$193K ﹤0.01%
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795
$190K ﹤0.01%
1,179
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$189K ﹤0.01%
1,338
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$189K ﹤0.01%
18,600
-10,000
798
$187K ﹤0.01%
6,656
-42
799
$187K ﹤0.01%
2,013
+1,112
800
$186K ﹤0.01%
3,205
+755