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
1651
$12K ﹤0.01%
2
1652
$12K ﹤0.01%
+779
1653
$12K ﹤0.01%
75
1654
$12K ﹤0.01%
20,339
1655
$12K ﹤0.01%
24,976
1656
$12K ﹤0.01%
12,750
1657
$12K ﹤0.01%
1,240
1658
$12K ﹤0.01%
8,532
-1,000
1659
$11K ﹤0.01%
345
-2,305
1660
$11K ﹤0.01%
250
1661
$11K ﹤0.01%
117
1662
$11K ﹤0.01%
165
1663
$11K ﹤0.01%
200
1664
$11K ﹤0.01%
400
-200
1665
$11K ﹤0.01%
16
1666
$11K ﹤0.01%
527
+177
1667
$11K ﹤0.01%
1,386
1668
$11K ﹤0.01%
16
1669
$11K ﹤0.01%
86
+18
1670
$11K ﹤0.01%
96
+1
1671
$11K ﹤0.01%
27
-1
1672
$11K ﹤0.01%
43
1673
$11K ﹤0.01%
666
1674
$11K ﹤0.01%
116
+58
1675
$11K ﹤0.01%
263