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
1876
$6K ﹤0.01%
10,639
1877
$6K ﹤0.01%
600
1878
$6K ﹤0.01%
+11,585
1879
$6K ﹤0.01%
600
1880
$6K ﹤0.01%
606
1881
$6K ﹤0.01%
+12,850
1882
$6K ﹤0.01%
9,423
1883
$6K ﹤0.01%
11,439
1884
$6K ﹤0.01%
+8,150
1885
$6K ﹤0.01%
7,050
1886
$5K ﹤0.01%
22,789
1887
$5K ﹤0.01%
58
1888
$5K ﹤0.01%
545
1889
$5K ﹤0.01%
634
1890
$5K ﹤0.01%
+75
1891
$5K ﹤0.01%
+83
1892
$5K ﹤0.01%
250
1893
$5K ﹤0.01%
18
1894
$5K ﹤0.01%
333
1895
$5K ﹤0.01%
64
1896
$5K ﹤0.01%
64
1897
$5K ﹤0.01%
55
1898
$5K ﹤0.01%
174
-1,932
1899
$5K ﹤0.01%
+55
1900
$5K ﹤0.01%
+3,862