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
1826
$7K ﹤0.01%
12,032
1827
$7K ﹤0.01%
12,168
+2,000
1828
$7K ﹤0.01%
11,832
1829
$7K ﹤0.01%
700
1830
$7K ﹤0.01%
12,098
+1,666
1831
$7K ﹤0.01%
+12,761
1832
$7K ﹤0.01%
11,850
1833
$7K ﹤0.01%
+6,093
1834
$7K ﹤0.01%
10
1835
$7K ﹤0.01%
109
1836
$6K ﹤0.01%
400
1837
$6K ﹤0.01%
+10,000
1838
$6K ﹤0.01%
600
1839
$6K ﹤0.01%
100
1840
$6K ﹤0.01%
25
1841
$6K ﹤0.01%
+46
1842
$6K ﹤0.01%
+300
1843
$6K ﹤0.01%
53
1844
$6K ﹤0.01%
28
1845
$6K ﹤0.01%
132
1846
$6K ﹤0.01%
65
1847
$6K ﹤0.01%
50
1848
$6K ﹤0.01%
20
1849
$6K ﹤0.01%
98
1850
$6K ﹤0.01%
18