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
1126
$61K ﹤0.01%
6,300
1127
$61K ﹤0.01%
6,300
1128
$61K ﹤0.01%
6,300
1129
$61K ﹤0.01%
6,222
+3,522
1130
$60K ﹤0.01%
157
1131
$60K ﹤0.01%
2,370
-183,220
1132
$60K ﹤0.01%
1,585
1133
$60K ﹤0.01%
1,400
1134
$60K ﹤0.01%
+6,000
1135
$60K ﹤0.01%
+5,900
1136
$59K ﹤0.01%
2,700
1137
$59K ﹤0.01%
3,331
1138
$59K ﹤0.01%
2,000
+500
1139
$59K ﹤0.01%
1,200
1140
$59K ﹤0.01%
450
1141
$59K ﹤0.01%
1,400
-925
1142
$59K ﹤0.01%
+6,000
1143
$59K ﹤0.01%
6,000
1144
$59K ﹤0.01%
288
1145
$59K ﹤0.01%
6,000
1146
$59K ﹤0.01%
6,000
1147
$58K ﹤0.01%
1,497
1148
$58K ﹤0.01%
1,065
1149
$58K ﹤0.01%
+7,500
1150
$58K ﹤0.01%
600