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
1351
$33K ﹤0.01%
1,000
1352
$33K ﹤0.01%
163
1353
$33K ﹤0.01%
3,356
1354
$33K ﹤0.01%
36,617
1355
$33K ﹤0.01%
3,300
1356
$33K ﹤0.01%
3,366
1357
$33K ﹤0.01%
3,378
1358
$33K ﹤0.01%
2,298
+600
1359
$32K ﹤0.01%
49
+10
1360
$32K ﹤0.01%
3,935
1361
$32K ﹤0.01%
533
1362
$32K ﹤0.01%
775
-925
1363
$32K ﹤0.01%
213
-63
1364
$32K ﹤0.01%
+3,000
1365
$32K ﹤0.01%
+3,200
1366
$32K ﹤0.01%
3,256
1367
$31K ﹤0.01%
1,443
1368
$31K ﹤0.01%
471
-27
1369
$31K ﹤0.01%
280
1370
$31K ﹤0.01%
+3,100
1371
$31K ﹤0.01%
3,200
1372
$31K ﹤0.01%
+3,100
1373
$31K ﹤0.01%
1,050
1374
$31K ﹤0.01%
361
1375
$31K ﹤0.01%
26,400