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
1026
$90K ﹤0.01%
1,170
1027
$89K ﹤0.01%
9,500
-64,957
1028
$89K ﹤0.01%
+9,000
1029
$89K ﹤0.01%
603
+203
1030
$88K ﹤0.01%
1,000
1031
$88K ﹤0.01%
1,272
+800
1032
$88K ﹤0.01%
1,150
-50
1033
$88K ﹤0.01%
440
-60
1034
$87K ﹤0.01%
6,390
1035
$87K ﹤0.01%
176,695
1036
$86K ﹤0.01%
2,350
+750
1037
$86K ﹤0.01%
+8,600
1038
$85K ﹤0.01%
8,800
1039
$84K ﹤0.01%
434
+100
1040
$84K ﹤0.01%
255
1041
$84K ﹤0.01%
720
-5,422
1042
$84K ﹤0.01%
56,250
1043
$83K ﹤0.01%
674
+2
1044
$82K ﹤0.01%
1,040
1045
$82K ﹤0.01%
174
1046
$81K ﹤0.01%
8,594
1047
$81K ﹤0.01%
1,518
1048
$81K ﹤0.01%
213
-70
1049
$81K ﹤0.01%
2,991
1050
$81K ﹤0.01%
1,041
-5