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
401
$262K 0.03%
7,450
-25
402
$261K 0.03%
51,700
+3,000
403
$255K 0.03%
26,500
404
$254K 0.03%
17,432
405
$249K 0.03%
+4,275
406
$246K 0.03%
+20,000
407
$245K 0.03%
3,298
408
$245K 0.03%
7,217
-1,518
409
$244K 0.03%
5,400
410
$242K 0.03%
25,419
411
$241K 0.03%
+10,000
412
$238K 0.03%
3,149
413
$235K 0.03%
11,914
+495
414
$232K 0.03%
2,000
-500
415
$230K 0.03%
17,010
416
$230K 0.03%
10,000
-2,000
417
$228K 0.03%
18,548
418
$227K 0.03%
+3,513
419
$225K 0.03%
3,300
420
$223K 0.03%
2,350
421
$215K 0.03%
+1,811
422
$215K 0.03%
1,806
423
$213K 0.03%
24,629
424
$211K 0.03%
5,208
425
$211K 0.03%
2,500
-500
15 16
17
18 19