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
451
$125K 0.02%
+10,500
452
$122K 0.02%
48,277
+2,500
453
$121K 0.02%
+15,000
454
$120K 0.02%
+90,814
455
$111K 0.01%
125,000
+5,000
456
$100K 0.01%
+11,250
457
$99K 0.01%
12,070
-6,400
458
$97K 0.01%
4,000
459
$97K 0.01%
+2,500
460
$97K 0.01%
14,600
+1,600
461
$97K 0.01%
+15,000
462
$94K 0.01%
2,143
463
$80K 0.01%
8,450
-311
464
$70K 0.01%
+20
465
$70K 0.01%
10,980
466
$66K 0.01%
18,922
467
$65K 0.01%
18,640
468
$64K 0.01%
+21,703
469
$60K 0.01%
20,200
470
$55K 0.01%
20,000
471
$42K 0.01%
1,200
-32,839
472
$41K 0.01%
30,000
473
$39K 0.01%
+10,000
474
$36K ﹤0.01%
+20,500
475
$26K ﹤0.01%
+20,000
17 18
19
20 21