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
$851M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$19.5M
3 +$18M
4
FMNB icon
Farmers National Banc Corp
FMNB
+$14.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$12M

Top Sells

1 +$3.64M
2 +$2.68M
3 +$2.17M
4
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$1.97M
5
GTU
CENTRAL GOLD TR (CANADA)
GTU
+$1.7M

Sector Composition

1 Financials 11.9%
2 Technology 9.21%
3 Industrials 6.89%
4 Consumer Discretionary 6.34%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$836K 0.1%
+133,987
252
$833K 0.1%
+33,036
253
$828K 0.1%
+9,550
254
$826K 0.1%
+33,700
255
$823K 0.1%
+465,085
256
$814K 0.1%
+33,995
257
$806K 0.09%
+9,350
258
$800K 0.09%
+99,000
259
$781K 0.09%
+103,297
260
$779K 0.09%
+7,548
261
$769K 0.09%
+6,610
262
$763K 0.09%
+30,730
263
$763K 0.09%
+59,141
264
$755K 0.09%
+8,647
265
$755K 0.09%
+16,141
266
$752K 0.09%
+87,000
267
$751K 0.09%
+31,809
268
$750K 0.09%
+32,122
269
$725K 0.09%
+4,724
270
$725K 0.09%
+63,500
271
$722K 0.08%
+14,900
272
$721K 0.08%
+85,432
273
$720K 0.08%
+10,701
274
$715K 0.08%
+119,700
275
$706K 0.08%
+50,000