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
426
$208K 0.03%
+4,769
427
$206K 0.03%
4,118
428
$205K 0.03%
1,430
+530
429
$201K 0.03%
+9,000
430
$199K 0.03%
+20,000
431
$198K 0.03%
81,000
+31,000
432
$197K 0.03%
13,560
-230,280
433
$197K 0.03%
2,948,400
+500,000
434
$195K 0.03%
17,613
435
$194K 0.03%
+93,487
436
$190K 0.02%
12,150
437
$189K 0.02%
+10,750
438
$188K 0.02%
+20,000
439
$185K 0.02%
+135,000
440
$180K 0.02%
+2,000
441
$163K 0.02%
50,000
442
$151K 0.02%
1
443
$151K 0.02%
500
444
$150K 0.02%
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445
$149K 0.02%
15,000
446
$139K 0.02%
12,335
-1,374
447
$133K 0.02%
10,200
448
$133K 0.02%
14,024
449
$132K 0.02%
+35,000
450
$127K 0.02%
140,000
16 17
18
19 20