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
1151
$58K ﹤0.01%
5,900
1152
$58K ﹤0.01%
+500
1153
$58K ﹤0.01%
816
+320
1154
$58K ﹤0.01%
600
1155
$58K ﹤0.01%
6,000
+100
1156
$58K ﹤0.01%
6,000
1157
$57K ﹤0.01%
8,800
1158
$57K ﹤0.01%
5,895
-9,486
1159
$57K ﹤0.01%
788
1160
$57K ﹤0.01%
2,000
1161
$57K ﹤0.01%
262
1162
$57K ﹤0.01%
2,076
1163
$56K ﹤0.01%
+5,000
1164
$56K ﹤0.01%
864
1165
$56K ﹤0.01%
+1,520
1166
$56K ﹤0.01%
220
+4
1167
$56K ﹤0.01%
3,000
1168
$56K ﹤0.01%
500
1169
$55K ﹤0.01%
1,500
1170
$55K ﹤0.01%
951
+659
1171
$55K ﹤0.01%
1,313
1172
$55K ﹤0.01%
1,906
1173
$55K ﹤0.01%
250
+66
1174
$55K ﹤0.01%
+5,400
1175
$55K ﹤0.01%
+5,500