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
251
$700K 0.09%
27,622
+2,603
252
$694K 0.09%
27,272
-800
253
$694K 0.09%
5,317
254
$691K 0.09%
+20,000
255
$691K 0.09%
84,796
256
$686K 0.09%
8,350
-2,400
257
$675K 0.09%
18,500
258
$668K 0.09%
59,980
+4,790
259
$667K 0.09%
52,000
260
$664K 0.09%
60,319
+2,272
261
$662K 0.09%
60,465
262
$660K 0.09%
5,500
-1,900
263
$647K 0.08%
35,000
264
$645K 0.08%
237,474
-218,006
265
$635K 0.08%
19,000
266
$634K 0.08%
49,725
267
$625K 0.08%
4,787
+19
268
$623K 0.08%
+29,800
269
$618K 0.08%
+100,000
270
$616K 0.08%
104,725
+13,454
271
$612K 0.08%
17,294
272
$602K 0.08%
+116,824
273
$595K 0.08%
277,900
+24,500
274
$592K 0.08%
77,025
+18,834
275
$586K 0.08%
9,748
9 10
11
12 13