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
1601
$14K ﹤0.01%
32
1602
$14K ﹤0.01%
477
1603
$14K ﹤0.01%
1,000
1604
$14K ﹤0.01%
+843
1605
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765
1606
$14K ﹤0.01%
902
1607
$14K ﹤0.01%
+500
1608
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1,000
1609
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71
1610
$14K ﹤0.01%
23
1611
$14K ﹤0.01%
22,551
1612
$14K ﹤0.01%
+12,898
1613
$14K ﹤0.01%
1,400
1614
$14K ﹤0.01%
1,404
1615
$14K ﹤0.01%
1,400
1616
$13K ﹤0.01%
340
-28,285
1617
$13K ﹤0.01%
480
1618
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3
1619
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220
1620
$13K ﹤0.01%
100
1621
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23
1622
$13K ﹤0.01%
+100
1623
$13K ﹤0.01%
27
1624
$13K ﹤0.01%
+118
1625
$13K ﹤0.01%
71