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
2326
$0 ﹤0.01%
566
2327
-10,400
2328
$0 ﹤0.01%
750
2329
$0 ﹤0.01%
+200
2330
$0 ﹤0.01%
8
2331
$0 ﹤0.01%
32
2332
-10,100
2333
$0 ﹤0.01%
1,248,000
2334
$0 ﹤0.01%
640
2335
$0 ﹤0.01%
2
-2
2336
-97,500
2337
-5,854
2338
-800
2339
$0 ﹤0.01%
287
2340
-4,504
2341
-855
2342
$0 ﹤0.01%
+4
2343
-1,300
2344
-24
2345
-10,000
2346
$0 ﹤0.01%
15
2347
-672,348
2348
-2,975
2349
-90,567
2350
-614