AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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
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
1901
$5K ﹤0.01%
55
1902
$5K ﹤0.01%
174
-1,932
1903
$5K ﹤0.01%
+55
1904
$5K ﹤0.01%
95
1905
$5K ﹤0.01%
420
1906
$5K ﹤0.01%
160
1907
$5K ﹤0.01%
119
1908
$5K ﹤0.01%
37
+19
1909
$5K ﹤0.01%
85
1910
$5K ﹤0.01%
100
1911
$5K ﹤0.01%
123
1912
$5K ﹤0.01%
66
1913
$5K ﹤0.01%
92
-5,413
1914
$5K ﹤0.01%
1,370
-291
1915
$5K ﹤0.01%
23
1916
$5K ﹤0.01%
47
1917
$5K ﹤0.01%
200
1918
$5K ﹤0.01%
27
1919
$5K ﹤0.01%
47
1920
$5K ﹤0.01%
135
1921
$5K ﹤0.01%
22,789
1922
$5K ﹤0.01%
58
1923
$5K ﹤0.01%
825
+200
1924
$5K ﹤0.01%
350
1925
$5K ﹤0.01%
+100