AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$19.9M
3 +$18.3M
4
FMNB icon
Farmers National Banc Corp
FMNB
+$14M
5
HDV
iShares Core High Dividend ETF
HDV
+$12.4M

Top Sells

1 +$3.64M
2 +$2.68M
3 +$2.17M
4
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$1.97M
5
GTU
CENTRAL GOLD TR (CANADA)
GTU
+$1.7M

Sector Composition

1 Financials 12.05%
2 Technology 9.03%
3 Industrials 7.07%
4 Consumer Discretionary 6.34%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$218K 0.03%
+50,000
452
$217K 0.03%
+3,311
453
$214K 0.03%
+17,710
454
$214K 0.03%
+5,057
455
$209K 0.02%
+1,798
456
$205K 0.02%
+150
457
$205K 0.02%
+2,300
458
$204K 0.02%
+17,432
459
$203K 0.02%
+4,787
460
$200K 0.02%
+19,000
461
$199K 0.02%
+27,000
462
$197K 0.02%
+429,000
463
$190K 0.02%
+13,240
464
$188K 0.02%
+10,000
465
$177K 0.02%
+19,000
466
$177K 0.02%
+12,000
467
$172K 0.02%
+50,000
468
$171K 0.02%
+5,000
469
$171K 0.02%
+26,500
470
$169K 0.02%
+28,000
471
$168K 0.02%
+625
472
$165K 0.02%
+43,488
473
$164K 0.02%
+15,224
474
$161K 0.02%
+30,000
475
$156K 0.02%
+3,149