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
1101
$66K ﹤0.01%
6,700
1102
$65K ﹤0.01%
448
-1,141
1103
$65K ﹤0.01%
2,649
1104
$65K ﹤0.01%
+6,500
1105
$64K ﹤0.01%
5,000
1106
$64K ﹤0.01%
700
1107
$64K ﹤0.01%
1,000
1108
$63K ﹤0.01%
2,750
1109
$63K ﹤0.01%
1,500
1110
$63K ﹤0.01%
900
-126
1111
$63K ﹤0.01%
928
-12
1112
$63K ﹤0.01%
6,300
1113
$63K ﹤0.01%
6,443
1114
$63K ﹤0.01%
6,314
+3,124
1115
$62K ﹤0.01%
+700
1116
$62K ﹤0.01%
6,300
+1,200
1117
$62K ﹤0.01%
1,394
-660
1118
$62K ﹤0.01%
+6,200
1119
$62K ﹤0.01%
6,300
1120
$62K ﹤0.01%
6,200
1121
$61K ﹤0.01%
693
-1,608
1122
$61K ﹤0.01%
762
-15
1123
$61K ﹤0.01%
700
-679
1124
$61K ﹤0.01%
+6,200
1125
$61K ﹤0.01%
+6,133