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
351
$258K 0.04%
3,095
-39
352
$255K 0.04%
25,000
353
$255K 0.04%
+1,263
354
$254K 0.04%
2,448
+77
355
$254K 0.04%
8,632
+233
356
$254K 0.04%
11,419
357
$253K 0.04%
3,000
358
$252K 0.04%
3,000
359
$249K 0.04%
2,800
360
$249K 0.04%
36,000
-66,010
361
$246K 0.04%
21,048
362
$246K 0.04%
3,000
363
$244K 0.04%
2,669
364
$244K 0.04%
39,700
365
$236K 0.04%
+24,419
366
$236K 0.04%
+60,000
367
$233K 0.04%
53,500
+2,000
368
$222K 0.03%
5,623
369
$219K 0.03%
+2,000
370
$213K 0.03%
2,350
-350
371
$211K 0.03%
50,000
+5,000
372
$208K 0.03%
+4,118
373
$207K 0.03%
3,401
-120
374
$206K 0.03%
1,806
375
$202K 0.03%
3,820
-478
13 14
15
16 17