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
1051
$81K ﹤0.01%
8,300
+5,000
1052
$80K ﹤0.01%
1,589
-83
1053
$80K ﹤0.01%
1,479
1054
$79K ﹤0.01%
5,000
1055
$78K ﹤0.01%
951
+53
1056
$78K ﹤0.01%
919
1057
$78K ﹤0.01%
466
1058
$78K ﹤0.01%
340
1059
$78K ﹤0.01%
+7,900
1060
$77K ﹤0.01%
3,099
1061
$77K ﹤0.01%
1,450
1062
$77K ﹤0.01%
1,000
1063
$77K ﹤0.01%
347
1064
$77K ﹤0.01%
668
1065
$77K ﹤0.01%
1,777
1066
$76K ﹤0.01%
1,540
+1,000
1067
$76K ﹤0.01%
666
1068
$76K ﹤0.01%
7,809
1069
$75K ﹤0.01%
750
+150
1070
$75K ﹤0.01%
549
1071
$74K ﹤0.01%
680
+54
1072
$74K ﹤0.01%
+700
1073
$74K ﹤0.01%
+7,481
1074
$74K ﹤0.01%
7,635
1075
$73K ﹤0.01%
1,600
-36