AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+4.82%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$772M
AUM Growth
+$64.3M
(+9.1%)
Cap. Flow
+$37.9M
Cap. Flow
% of AUM
4.91%
Top 10 Holdings %
Top 10 Hldgs %
17.17%
Holding
525
New
74
Increased
166
Reduced
111
Closed
46
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$8.16M |
| 2 |
LORL
Loral Space and Communications, Inc.
LORL
|
+$7.47M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$6.12M |
| 4 |
WisdomTree Europe SmallCap Dividend Fund
DFE
|
+$4M |
| 5 |
TIME
Time Inc.
TIME
|
+$3.38M |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$8.44M |
| 2 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$7.36M |
| 3 |
CRTX
CORNERSTONE THERAPEUTICS INC
CRTX
|
+$7.19M |
| 4 |
Allegion
ALLE
|
+$4.24M |
| 5 |
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% |
