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
$851M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$19.5M
3 +$18M
4
FMNB icon
Farmers National Banc Corp
FMNB
+$14.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$12M

Top Sells

1 +$3.64M
2 +$2.68M
3 +$2.17M
4
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$1.97M
5
GTU
CENTRAL GOLD TR (CANADA)
GTU
+$1.7M

Sector Composition

1 Financials 11.9%
2 Technology 9.21%
3 Industrials 6.89%
4 Consumer Discretionary 6.34%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$485K 0.06%
+107,310
327
$483K 0.06%
+4,881
328
$483K 0.06%
+10,000
329
$482K 0.06%
+8,650
330
$478K 0.06%
+9,150
331
$470K 0.06%
+13,850
332
$466K 0.05%
+17,395
333
$465K 0.05%
+10,916
334
$463K 0.05%
+58,500
335
$455K 0.05%
+38,796
336
$455K 0.05%
+7,896
337
$455K 0.05%
+16,571
338
$454K 0.05%
+5,518
339
$449K 0.05%
+18,547
340
$443K 0.05%
+30,000
341
$442K 0.05%
+28,890
342
$438K 0.05%
+5,245
343
$433K 0.05%
+4,487
344
$433K 0.05%
+3,029
345
$431K 0.05%
+99,440
346
$431K 0.05%
+27,300
347
$428K 0.05%
+7,924
348
$427K 0.05%
+4,795
349
$423K 0.05%
+7,498
350
$422K 0.05%
+13,452