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
326
$435K 0.06%
+22,800
327
$434K 0.06%
11,000
328
$433K 0.06%
30,219
+2,766
329
$433K 0.06%
99,000
+55,059
330
$425K 0.06%
4,693
+2,024
331
$423K 0.05%
8,050
-500
332
$421K 0.05%
32,872
-5,000
333
$413K 0.05%
10,164
-496
334
$407K 0.05%
225,931
335
$402K 0.05%
5,223
336
$402K 0.05%
64,000
337
$401K 0.05%
8,400
338
$399K 0.05%
5,400
339
$397K 0.05%
73,600
+32,100
340
$395K 0.05%
55,000
+10,000
341
$394K 0.05%
14,475
342
$393K 0.05%
3,589
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343
$390K 0.05%
+8,000
344
$390K 0.05%
218,826
+5,705
345
$386K 0.05%
118,101
346
$385K 0.05%
12,427
+72
347
$385K 0.05%
+2,616
348
$384K 0.05%
29,947
349
$383K 0.05%
14,000
-17,000
350
$381K 0.05%
104,857
+47,100
12 13
14
15 16