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
$663M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.89M
3
+$4.71M
4
ZTR
Virtus Total Return Fund
ZTR
+$4.53M
5
OPAY
OFFICIAL PAYMENTS HLDGS INC
OPAY
+$4.12M

Top Sells

1
+$12.1M
2
+$4.64M
3
+$4.21M
4
GLD icon
SPDR Gold Trust
GLD
+$3.8M
5
SLV icon
iShares Silver Trust
SLV
+$2.46M

Sector Composition

1 Technology 8.86%
2 Financials 8.56%
3 Consumer Discretionary 6.89%
4 Industrials 6.84%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$567K 0.09%
19,219
-2,218
252
$565K 0.09%
216,400
+2,500
253
$564K 0.09%
13,000
254
$556K 0.08%
9,544
+1,400
255
$555K 0.08%
55,682
-147,529
256
$555K 0.08%
+24,860
257
$549K 0.08%
6,386
+51
258
$526K 0.08%
16,291
-8,419
259
$519K 0.08%
84,796
260
$514K 0.08%
12,831
+392
261
$508K 0.08%
+11,700
262
$502K 0.08%
21,300
+900
263
$497K 0.08%
+10,960
264
$487K 0.07%
+8,422
265
$487K 0.07%
64,000
266
$480K 0.07%
18,810
267
$480K 0.07%
59,700
-300
268
$479K 0.07%
225,931
269
$477K 0.07%
28,000
+2,000
270
$476K 0.07%
4,483
+166
271
$474K 0.07%
43,000
+23,000
272
$467K 0.07%
12,353
273
$461K 0.07%
92,500
+10,000
274
$459K 0.07%
41,900
+4,000
275
$453K 0.07%
9,068
9 10
11
12 13