AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.31M

Sector Composition

1 Industrials 13.07%
2 Financials 12.7%
3 Technology 12.49%
4 Consumer Discretionary 11.44%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$89K ﹤0.01%
+9,000
1027
$89K ﹤0.01%
603
+203
1028
$88K ﹤0.01%
1,000
1029
$88K ﹤0.01%
1,272
+800
1030
$88K ﹤0.01%
1,150
-50
1031
$88K ﹤0.01%
440
-60
1032
$87K ﹤0.01%
6,390
1033
$87K ﹤0.01%
176,695
1034
$86K ﹤0.01%
2,350
+750
1035
$86K ﹤0.01%
+8,600
1036
$85K ﹤0.01%
8,800
1037
$84K ﹤0.01%
434
+100
1038
$84K ﹤0.01%
255
1039
$84K ﹤0.01%
720
-5,422
1040
$84K ﹤0.01%
56,250
1041
$83K ﹤0.01%
674
+2
1042
$82K ﹤0.01%
1,040
1043
$82K ﹤0.01%
174
1044
$81K ﹤0.01%
8,594
1045
$81K ﹤0.01%
1,518
1046
$81K ﹤0.01%
213
-70
1047
$81K ﹤0.01%
2,991
1048
$81K ﹤0.01%
1,041
-5
1049
$81K ﹤0.01%
8,300
+5,000
1050
$80K ﹤0.01%
1,589
-83