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
276
$450K 0.07%
19,483
277
$446K 0.07%
12,014
-100
278
$443K 0.07%
+11,728
279
$438K 0.07%
150,000
+13,592
280
$424K 0.06%
+9,500
281
$422K 0.06%
36,882
-6,280
282
$416K 0.06%
41,700
+8,500
283
$411K 0.06%
11,000
284
$408K 0.06%
29,296
285
$407K 0.06%
8,843
-750
286
$405K 0.06%
+8,572
287
$405K 0.06%
7,746
+3,044
288
$405K 0.06%
11,360
289
$400K 0.06%
10,660
+200
290
$386K 0.06%
8,522
291
$385K 0.06%
18,012
292
$381K 0.06%
39,802
+25,759
293
$374K 0.06%
4,944
-201
294
$371K 0.06%
5,400
295
$369K 0.06%
7,200
-333
296
$367K 0.06%
27,323
+100
297
$361K 0.05%
19,700
-13,300
298
$360K 0.05%
14,475
+1,431
299
$360K 0.05%
+9,943
300
$359K 0.05%
+37,000
10 11
12
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