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
301
$355K 0.05%
29,947
302
$355K 0.05%
118,101
303
$346K 0.05%
4,846
+300
304
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22,146
305
$344K 0.05%
11,734
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306
$343K 0.05%
11,677
+2,957
307
$338K 0.05%
107,500
+40,000
308
$336K 0.05%
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309
$336K 0.05%
12,560
-1,925
310
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+6,700
311
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17,950
312
$332K 0.05%
9,221
313
$331K 0.05%
7,911
-500
314
$330K 0.05%
6,950
315
$330K 0.05%
2,776
-365
316
$327K 0.05%
172,121
+20,000
317
$325K 0.05%
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22,870
319
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7,730
320
$310K 0.05%
8,282
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321
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23,000
+1,500
322
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3,155
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323
$306K 0.05%
+5,208
324
$301K 0.05%
7,500
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325
$300K 0.05%
8,452
11 12
13
14 15