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
$708M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$4.24M
3 +$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.88M
5
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$3.67M

Sector Composition

1 Financials 8.82%
2 Consumer Discretionary 6.79%
3 Industrials 6.69%
4 Healthcare 6.69%
5 Technology 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$645K 0.09%
33,500
-5,000
252
$642K 0.09%
64,447
-6,000
253
$625K 0.09%
7,222
+836
254
$623K 0.09%
55,885
+13,985
255
$619K 0.09%
58,047
+2,365
256
$612K 0.09%
18,500
257
$606K 0.09%
25,019
-1,000
258
$603K 0.09%
49,725
+1,500
259
$595K 0.08%
+55,800
260
$593K 0.08%
29,700
+8,400
261
$592K 0.08%
6,132
-428
262
$586K 0.08%
+42,500
263
$585K 0.08%
17,294
-200
264
$585K 0.08%
13,893
+8,270
265
$579K 0.08%
+15,000
266
$577K 0.08%
18,643
-167
267
$576K 0.08%
19,221
+2
268
$573K 0.08%
37,200
269
$569K 0.08%
8,464
-450
270
$568K 0.08%
5,526
+3,526
271
$567K 0.08%
4,768
-200
272
$564K 0.08%
117,500
+10,000
273
$563K 0.08%
26,998
274
$562K 0.08%
91,271
275
$561K 0.08%
26,954
+2,094