AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
This Quarter Return
+7.61%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$663M
AUM Growth
+$663M
(+14%)
Cap. Flow
+$24.2M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
18.17%
Holding
468
New
62
Increased
163
Reduced
89
Closed
45
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$14.4M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.1M |
| 3 |
NTSP
NETSPEND HLDGS INC COM STK
NTSP
|
$4.64M |
| 4 |
SVVC
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
|
$4.21M |
| 5 |
SPDR Gold Trust
GLD
|
$3.8M |
Sector Composition
| 1 | Technology | 8.86% |
| 2 | Financials | 8.56% |
| 3 | Consumer Discretionary | 6.89% |
| 4 | Industrials | 6.84% |
| 5 | Healthcare | 6.43% |
