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
1951
$4K ﹤0.01%
61
-200
1952
$4K ﹤0.01%
89
1953
$4K ﹤0.01%
950
+700
1954
$4K ﹤0.01%
100
1955
$4K ﹤0.01%
75
-17
1956
$4K ﹤0.01%
200
+100
1957
$4K ﹤0.01%
100
1958
$4K ﹤0.01%
100
1959
$4K ﹤0.01%
1
1960
$4K ﹤0.01%
+8,347
1961
$4K ﹤0.01%
200
1962
$4K ﹤0.01%
25
1963
$4K ﹤0.01%
4,600
1964
$4K ﹤0.01%
+10,125
1965
$4K ﹤0.01%
8,403
1966
$4K ﹤0.01%
+400
1967
$4K ﹤0.01%
400
1968
$4K ﹤0.01%
7,542
1969
$4K ﹤0.01%
400
1970
$4K ﹤0.01%
+7,300
1971
$4K ﹤0.01%
406
+404
1972
$4K ﹤0.01%
+6,700
1973
$4K ﹤0.01%
400
1974
$4K ﹤0.01%
+21,789
1975
$4K ﹤0.01%
5,050