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
2026
$3K ﹤0.01%
300
2027
$3K ﹤0.01%
6,000
+2,000
2028
$3K ﹤0.01%
5,770
2029
$3K ﹤0.01%
5,132
2030
$3K ﹤0.01%
6,200
2031
$3K ﹤0.01%
+6,550
2032
$3K ﹤0.01%
3,300
+1,000
2033
$3K ﹤0.01%
5,900
2034
$3K ﹤0.01%
+2,778
2035
$3K ﹤0.01%
+1,000
2036
$2K ﹤0.01%
3,800
2037
$2K ﹤0.01%
200
2038
$2K ﹤0.01%
2,780
2039
$2K ﹤0.01%
+3,466
2040
$2K ﹤0.01%
2,932
2041
$2K ﹤0.01%
200
2042
$2K ﹤0.01%
199
2043
$2K ﹤0.01%
25
2044
$2K ﹤0.01%
19
2045
$2K ﹤0.01%
29
2046
$2K ﹤0.01%
479
2047
$2K ﹤0.01%
50
2048
$2K ﹤0.01%
+45
2049
$2K ﹤0.01%
37
2050
$2K ﹤0.01%
27
-21
80 81
82
83 84