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
$663M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.89M
3
+$4.71M
4
ZTR
Virtus Total Return Fund
ZTR
+$4.53M
5
OPAY
OFFICIAL PAYMENTS HLDGS INC
OPAY
+$4.12M

Top Sells

1
+$12.1M
2
+$4.64M
3
+$4.21M
4
GLD icon
SPDR Gold Trust
GLD
+$3.8M
5
SLV icon
iShares Silver Trust
SLV
+$2.46M

Sector Composition

1 Technology 8.86%
2 Financials 8.56%
3 Consumer Discretionary 6.89%
4 Industrials 6.84%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.11M 0.77%
855,622
+55,055
27
$4.86M 0.73%
161,339
+4,331
28
$4.72M 0.71%
39,845
-304
29
$4.71M 0.71%
+719,274
30
$4.71M 0.71%
80,553
31
$4.62M 0.7%
95,089
-11,746
32
$4.6M 0.69%
50,185
+1,450
33
$4.59M 0.69%
101,093
+7,450
34
$4.54M 0.69%
92,371
+7,785
35
$4.45M 0.67%
323,194
+294,837
36
$4.41M 0.67%
247,452
+23,150
37
$4.37M 0.66%
105,856
+7,150
38
$4.17M 0.63%
51,228
+3,975
39
$4.14M 0.62%
301,000
+198,000
40
$4.12M 0.62%
+493,629
41
$3.98M 0.6%
198,408
+9,688
42
$3.96M 0.6%
149,033
+15,095
43
$3.95M 0.6%
+146,974
44
$3.79M 0.57%
71,781
+4,250
45
$3.72M 0.56%
115,323
+59,368
46
$3.68M 0.56%
69,204
-4,188
47
$3.6M 0.54%
30,692
+1,136
48
$3.57M 0.54%
68,352
-13,798
49
$3.55M 0.54%
86,348
-293,102
50
$3.52M 0.53%
112,041
-21,954
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