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
326
$300K 0.05%
110,000
327
$299K 0.05%
23,700
328
$299K 0.05%
5,220
+177
329
$298K 0.05%
4,703
+505
330
$297K 0.04%
3,750
-500
331
$295K 0.04%
4,157
332
$294K 0.04%
17,600
333
$293K 0.04%
5,571
334
$284K 0.04%
36,500
+9,500
335
$282K 0.04%
3,455
336
$280K 0.04%
4,300
+300
337
$280K 0.04%
9,861
338
$278K 0.04%
2,500
-500
339
$278K 0.04%
27,504
340
$275K 0.04%
15,629
+2,398
341
$274K 0.04%
+19,500
342
$271K 0.04%
4,352
343
$270K 0.04%
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344
$269K 0.04%
13,000
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345
$266K 0.04%
85,370
+9,499
346
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10,000
347
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7,475
+25
348
$262K 0.04%
+9,553
349
$262K 0.04%
5,145
350
$258K 0.04%
2,777
-865
12 13
14
15 16