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
$772M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$7.47M
3
+$6.12M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4M
5
TIME
Time Inc.
TIME
+$3.38M

Top Sells

1
+$8.44M
2
+$7.36M
3
+$7.19M
4
ALLE icon
Allegion
ALLE
+$4.24M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$3.35M

Sector Composition

1 Financials 9.79%
2 Technology 7.84%
3 Healthcare 6.71%
4 Consumer Discretionary 6.57%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$818K 0.11%
+29,200
227
$803K 0.1%
46,500
-10,000
228
$802K 0.1%
+133,450
229
$799K 0.1%
31,900
230
$799K 0.1%
15,584
+250
231
$799K 0.1%
52,800
232
$797K 0.1%
117,051
+21,000
233
$797K 0.1%
33,995
234
$793K 0.1%
64,860
235
$790K 0.1%
44,192
+3,290
236
$784K 0.1%
7,737
+1,605
237
$779K 0.1%
31,274
+4,320
238
$773K 0.1%
28,000
239
$765K 0.1%
33,114
-643
240
$763K 0.1%
21,441
+204
241
$760K 0.1%
33,200
+3,500
242
$759K 0.1%
16,859
-100
243
$741K 0.1%
+22,000
244
$733K 0.1%
+28,600
245
$728K 0.09%
21,200
-2,480
246
$728K 0.09%
117,500
247
$726K 0.09%
21,216
+9,316
248
$716K 0.09%
16,000
249
$714K 0.09%
+8,400
250
$712K 0.09%
8,444
+25
8 9
10
11 12