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
301
$518K 0.07%
14,482
-4,161
302
$518K 0.07%
14,335
-1,956
303
$511K 0.07%
57,047
-7,400
304
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17,019
305
$511K 0.07%
60,000
+300
306
$506K 0.07%
+9,688
307
$504K 0.07%
58,300
+2,500
308
$502K 0.07%
66,114
+45,714
309
$502K 0.07%
+40,000
310
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57,000
-151,000
311
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12,353
312
$474K 0.06%
7,000
+3,000
313
$473K 0.06%
+27,622
314
$472K 0.06%
90,000
-40,000
315
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12,014
316
$470K 0.06%
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317
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33,147
-12,111
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$462K 0.06%
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+25
319
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17,757
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320
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22,000
-3,000
321
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267,742
322
$455K 0.06%
8,522
323
$452K 0.06%
12,472
-8,866
324
$451K 0.06%
10,622
-238
325
$438K 0.06%
97,500
+2,500
11 12
13
14 15