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
1301
$39K ﹤0.01%
350
1302
$39K ﹤0.01%
600
1303
$39K ﹤0.01%
300
1304
$39K ﹤0.01%
211
+51
1305
$39K ﹤0.01%
4,000
1306
$39K ﹤0.01%
1,850
1307
$38K ﹤0.01%
230
-52
1308
$38K ﹤0.01%
3,900
1309
$38K ﹤0.01%
561
-24
1310
$38K ﹤0.01%
1,576
1311
$38K ﹤0.01%
770
-1,099
1312
$38K ﹤0.01%
3,904
1313
$38K ﹤0.01%
+3,700
1314
$37K ﹤0.01%
500
1315
$37K ﹤0.01%
918
-1,300
1316
$37K ﹤0.01%
500
-300
1317
$37K ﹤0.01%
206
1318
$37K ﹤0.01%
788
1319
$37K ﹤0.01%
+550
1320
$37K ﹤0.01%
332
+84
1321
$37K ﹤0.01%
9,333
-4,649
1322
$36K ﹤0.01%
400
1323
$36K ﹤0.01%
175
1324
$36K ﹤0.01%
425
1325
$36K ﹤0.01%
+694