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
276
$585K 0.08%
6,437
-785
277
$583K 0.08%
+8,200
278
$581K 0.08%
7,916
279
$579K 0.08%
8,464
280
$578K 0.07%
88,700
+38,000
281
$571K 0.07%
54,400
-1,485
282
$570K 0.07%
12,102
+140
283
$566K 0.07%
211,308
+17,500
284
$564K 0.07%
18,396
-825
285
$561K 0.07%
25,615
-1,383
286
$560K 0.07%
22,534
-7,399
287
$558K 0.07%
121,216
+24,846
288
$556K 0.07%
17,956
+4,860
289
$555K 0.07%
37,200
290
$551K 0.07%
96,807
+41,000
291
$546K 0.07%
+72,139
292
$543K 0.07%
12,300
293
$541K 0.07%
5,593
+238
294
$536K 0.07%
30,000
295
$535K 0.07%
+35,797
296
$535K 0.07%
48,000
+33,000
297
$532K 0.07%
24,800
+5,400
298
$525K 0.07%
37,500
-5,000
299
$524K 0.07%
12,584
-272
300
$521K 0.07%
7,855
+680
10 11
12
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