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
826
$169K ﹤0.01%
17,400
827
$168K ﹤0.01%
1,700
828
$168K ﹤0.01%
3,449
829
$168K ﹤0.01%
1,430
830
$168K ﹤0.01%
5,583
+1,129
831
$168K ﹤0.01%
17,300
832
$167K ﹤0.01%
1,760
+760
833
$166K ﹤0.01%
587
-400
834
$164K ﹤0.01%
1,384
-1,414
835
$164K ﹤0.01%
4,640
+250
836
$164K ﹤0.01%
16,805
837
$163K ﹤0.01%
233
838
$163K ﹤0.01%
710
839
$163K ﹤0.01%
1,332
840
$163K ﹤0.01%
2,966
-378
841
$162K ﹤0.01%
13,809
842
$162K ﹤0.01%
1,901
+6
843
$162K ﹤0.01%
+16,300
844
$161K ﹤0.01%
2,392
845
$160K ﹤0.01%
1,181
-169
846
$159K ﹤0.01%
+15,200
847
$159K ﹤0.01%
1,794
-100
848
$158K ﹤0.01%
5,288
-3,850
849
$158K ﹤0.01%
600
850
$158K ﹤0.01%
15,800