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
1726
$10K ﹤0.01%
577
+77
1727
$10K ﹤0.01%
223
1728
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350
1729
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750
1730
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50
1731
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280
1732
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136
1733
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1734
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1735
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1736
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82
1737
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116
1738
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93
1739
$9K ﹤0.01%
+491
1740
$9K ﹤0.01%
250
1741
$9K ﹤0.01%
244
1742
$9K ﹤0.01%
300
1743
$9K ﹤0.01%
473
1744
$9K ﹤0.01%
212
-15
1745
$9K ﹤0.01%
88
1746
$9K ﹤0.01%
17,548
1747
$9K ﹤0.01%
17,948
1748
$9K ﹤0.01%
928
1749
$9K ﹤0.01%
+19,150
1750
$9K ﹤0.01%
13,279