AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.31M

Sector Composition

1 Industrials 13.07%
2 Financials 12.7%
3 Technology 12.49%
4 Consumer Discretionary 11.44%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$5K ﹤0.01%
85
1902
$5K ﹤0.01%
100
1903
$5K ﹤0.01%
123
1904
$5K ﹤0.01%
66
1905
$5K ﹤0.01%
92
-5,413
1906
$5K ﹤0.01%
1,411
-300
1907
$5K ﹤0.01%
23
1908
$5K ﹤0.01%
47
1909
$5K ﹤0.01%
200
1910
$5K ﹤0.01%
27
1911
$5K ﹤0.01%
47
1912
$5K ﹤0.01%
135
1913
$5K ﹤0.01%
22,789
1914
$5K ﹤0.01%
58
1915
$5K ﹤0.01%
825
+200
1916
$5K ﹤0.01%
350
1917
$5K ﹤0.01%
+100
1918
$5K ﹤0.01%
+10,000
1919
$5K ﹤0.01%
9,266
1920
$5K ﹤0.01%
8,700
1921
$5K ﹤0.01%
+400
1922
$5K ﹤0.01%
9,400
+2,000
1923
$5K ﹤0.01%
6,132
1924
$5K ﹤0.01%
500
1925
$5K ﹤0.01%
+10,000