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
2101
$2K ﹤0.01%
2,607
2102
$2K ﹤0.01%
200
2103
$2K ﹤0.01%
3,332
2104
$2K ﹤0.01%
80
2105
$2K ﹤0.01%
1,604
2106
$2K ﹤0.01%
1,047
2107
$2K ﹤0.01%
+2,500
2108
$2K ﹤0.01%
1,500
2109
$2K ﹤0.01%
2,780
2110
$2K ﹤0.01%
+3,519
2111
$1K ﹤0.01%
+1,000
2112
$1K ﹤0.01%
666
-1,000
2113
$1K ﹤0.01%
1,200
2114
$1K ﹤0.01%
250
2115
$1K ﹤0.01%
1,038
2116
$1K ﹤0.01%
+2,500
2117
$1K ﹤0.01%
20
2118
$1K ﹤0.01%
+500
2119
$1K ﹤0.01%
8
2120
$1K ﹤0.01%
52
2121
$1K ﹤0.01%
+13
2122
$1K ﹤0.01%
+14
2123
$1K ﹤0.01%
50
2124
$1K ﹤0.01%
24
2125
$1K ﹤0.01%
+3