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
1226
$49K ﹤0.01%
800
1227
$49K ﹤0.01%
+3,500
1228
$49K ﹤0.01%
3,100
1229
$49K ﹤0.01%
+100
1230
$49K ﹤0.01%
+5,000
1231
$49K ﹤0.01%
+5,019
1232
$49K ﹤0.01%
+5,000
1233
$49K ﹤0.01%
+5,000
1234
$49K ﹤0.01%
450
1235
$49K ﹤0.01%
5,000
1236
$49K ﹤0.01%
5,000
1237
$49K ﹤0.01%
5,000
1238
$49K ﹤0.01%
5,000
1239
$49K ﹤0.01%
5,000
1240
$49K ﹤0.01%
5,024
1241
$49K ﹤0.01%
5,000
1242
$49K ﹤0.01%
5,000
1243
$49K ﹤0.01%
5,018
+3,618
1244
$49K ﹤0.01%
+5,000
1245
$48K ﹤0.01%
+1,175
1246
$48K ﹤0.01%
1,100
1247
$48K ﹤0.01%
631
-75
1248
$48K ﹤0.01%
103
1249
$48K ﹤0.01%
2,500
+1,695
1250
$48K ﹤0.01%
590