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
2276
-400
2277
-3,519
2278
-73,378
2279
-25,898
2280
-2,795
2281
-1,000
2282
-15,000
2283
-166,239
2284
-24,924
2285
-1,000
2286
-254
2287
-12,000
2288
-3,800
2289
-13,460
2290
-5,000
2291
-1,000
2292
-1,000
2293
-50
2294
0
2295
-19
2296
$0 ﹤0.01%
1,000,000
2297
$0 ﹤0.01%
500
2298
$0 ﹤0.01%
35,100
2299
$0 ﹤0.01%
5,450
2300
-47