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
2301
$0 ﹤0.01%
2,544,675
2302
$0 ﹤0.01%
4,948
2303
$0 ﹤0.01%
50,000
2304
$0 ﹤0.01%
250
2305
-10,320
2306
$0 ﹤0.01%
142
2307
$0 ﹤0.01%
1,000
2308
-8,900
2309
-54,583
2310
-15
2311
$0 ﹤0.01%
3
2312
$0 ﹤0.01%
8
2313
-228
2314
$0 ﹤0.01%
+37
2315
-730
2316
0
2317
-546
2318
-3,601
2319
$0 ﹤0.01%
+1
2320
-475
2321
-250
2322
$0 ﹤0.01%
36
2323
$0 ﹤0.01%
32
2324
$0 ﹤0.01%
3
2325
$0 ﹤0.01%
468