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
1626
$13K ﹤0.01%
210
1627
$13K ﹤0.01%
+850
1628
$13K ﹤0.01%
+550
1629
$13K ﹤0.01%
769
1630
$13K ﹤0.01%
208
1631
$13K ﹤0.01%
+77
1632
$13K ﹤0.01%
200
1633
$13K ﹤0.01%
753
1634
$13K ﹤0.01%
1,802
1635
$13K ﹤0.01%
+300
1636
$13K ﹤0.01%
346
-372
1637
$13K ﹤0.01%
+1,335
1638
$13K ﹤0.01%
1,307
1639
$13K ﹤0.01%
26,631
1640
$13K ﹤0.01%
506
1641
$13K ﹤0.01%
39
1642
$12K ﹤0.01%
523
-300
1643
$12K ﹤0.01%
250,000
1644
$12K ﹤0.01%
+1,200
1645
$12K ﹤0.01%
1,320
1646
$12K ﹤0.01%
500
1647
$12K ﹤0.01%
618
-12
1648
$12K ﹤0.01%
+300
1649
$12K ﹤0.01%
1,500
1650
$12K ﹤0.01%
103