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
401
$122K 0.02%
+10,000
402
$100K 0.02%
+100,000
403
$96K 0.01%
12,070
-700
404
$91K 0.01%
+14,007
405
$90K 0.01%
35,500
+5,000
406
$75K 0.01%
+12,000
407
$69K 0.01%
+8,761
408
$69K 0.01%
20,200
409
$67K 0.01%
20,000
-1,000
410
$63K 0.01%
18,922
411
$46K 0.01%
+23,500
412
$42K 0.01%
5,000
413
$42K 0.01%
1,200
414
– –
0
415
$40K 0.01%
20,000
416
$36K 0.01%
+10,000
417
$30K ﹤0.01%
10,000
418
$30K ﹤0.01%
+20,000
419
$27K ﹤0.01%
+1,400
420
$27K ﹤0.01%
10,000
-8,100
421
$23K ﹤0.01%
+600,000
422
$20K ﹤0.01%
+1,000
423
– –
-34,249
424
– –
-151,438
425
– –
-69,645
15 16
17
18 19