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
1976
$4K ﹤0.01%
+21,789
1977
$4K ﹤0.01%
5,050
1978
$4K ﹤0.01%
5,400
1979
$4K ﹤0.01%
5,350
1980
$4K ﹤0.01%
446
1981
$4K ﹤0.01%
+6,501
1982
$4K ﹤0.01%
+7,500
1983
$4K ﹤0.01%
400
1984
$4K ﹤0.01%
+401
1985
$4K ﹤0.01%
400
1986
$4K ﹤0.01%
+9,600
1987
$3K ﹤0.01%
68
1988
$3K ﹤0.01%
10
1989
$3K ﹤0.01%
51
1990
$3K ﹤0.01%
+5,000
1991
$3K ﹤0.01%
3,175
1992
$3K ﹤0.01%
3,450
1993
$3K ﹤0.01%
2
1994
$3K ﹤0.01%
30
1995
$3K ﹤0.01%
666
1996
$3K ﹤0.01%
36
1997
$3K ﹤0.01%
50
1998
$3K ﹤0.01%
94
-66
1999
$3K ﹤0.01%
50
2000
$3K ﹤0.01%
108