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
376
$323K 0.04%
20,000
377
$320K 0.04%
10,146
378
$320K 0.04%
2,776
379
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23,700
380
$316K 0.04%
9,100
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381
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382
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383
$305K 0.04%
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384
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385
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+1,357
386
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387
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388
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389
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4,745
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390
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391
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392
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393
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394
$291K 0.04%
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395
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19,000
+7,000
396
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25,000
397
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398
$274K 0.04%
+29,700
399
$268K 0.03%
+21,500
400
$266K 0.03%
2,800
14 15
16
17 18