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
351
$373K 0.05%
+6,000
352
$372K 0.05%
7,828
-306
353
$370K 0.05%
3,211
-45
354
$369K 0.05%
46,519
+8,519
355
$368K 0.05%
11,977
356
$365K 0.05%
7,885
357
$360K 0.05%
17,107
358
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22,848
359
$356K 0.05%
6,200
360
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+12,000
361
$355K 0.05%
6,122
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362
$352K 0.05%
12,310
-250
363
$343K 0.04%
8,461
+57
364
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22,321
-15,544
365
$342K 0.04%
7,911
366
$341K 0.04%
+35,000
367
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22,121
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368
$340K 0.04%
3,221
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369
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44,500
370
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7,730
371
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+1,780
372
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18,650
+700
373
$326K 0.04%
5,571
374
$325K 0.04%
+17,330
375
$324K 0.04%
46,941
-4,490
13 14
15
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