AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
1576
$15K ﹤0.01%
167
1577
$15K ﹤0.01%
1,000
1578
$15K ﹤0.01%
700
1579
$15K ﹤0.01%
731
1580
$15K ﹤0.01%
191
+8
1581
$15K ﹤0.01%
1,000
1582
$15K ﹤0.01%
235
-150
1583
$15K ﹤0.01%
84
1584
$15K ﹤0.01%
4,360
1585
$15K ﹤0.01%
1,500
1586
$15K ﹤0.01%
+1,510
1587
$15K ﹤0.01%
1,500
1588
$15K ﹤0.01%
28,600
1589
$15K ﹤0.01%
1,500
1590
$15K ﹤0.01%
+11,632
1591
$14K ﹤0.01%
22,576
1592
$14K ﹤0.01%
123
1593
$14K ﹤0.01%
621
1594
$14K ﹤0.01%
300
1595
$14K ﹤0.01%
1,896
1596
$14K ﹤0.01%
270
1597
$14K ﹤0.01%
300
1598
$14K ﹤0.01%
250
1599
$14K ﹤0.01%
270
1600
$14K ﹤0.01%
204