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
1951
$4K ﹤0.01%
200
+100
1952
$4K ﹤0.01%
100
1953
$4K ﹤0.01%
100
1954
0
1955
$4K ﹤0.01%
+8,347
1956
$4K ﹤0.01%
200
1957
$4K ﹤0.01%
25
1958
$4K ﹤0.01%
4,600
1959
$4K ﹤0.01%
+10,125
1960
$4K ﹤0.01%
8,403
1961
$4K ﹤0.01%
+400
1962
$4K ﹤0.01%
400
1963
$4K ﹤0.01%
7,542
1964
$4K ﹤0.01%
400
1965
$4K ﹤0.01%
+7,300
1966
$4K ﹤0.01%
406
+404
1967
$4K ﹤0.01%
+6,700
1968
$4K ﹤0.01%
400
1969
$4K ﹤0.01%
+21,789
1970
$4K ﹤0.01%
5,050
1971
$4K ﹤0.01%
5,400
1972
$4K ﹤0.01%
5,350
1973
$4K ﹤0.01%
446
1974
$4K ﹤0.01%
+7,500
1975
$4K ﹤0.01%
400