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
$708M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$4.24M
3 +$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.88M
5
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$3.67M

Sector Composition

1 Financials 8.82%
2 Consumer Discretionary 6.79%
3 Industrials 6.69%
4 Healthcare 6.69%
5 Technology 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.21M 0.74%
85,853
+5,300
27
$5.18M 0.73%
106,537
28
$5.14M 0.73%
41,144
+1,299
29
$5.06M 0.72%
103,073
-142
30
$5.05M 0.71%
106,068
+13,697
31
$5.04M 0.71%
111,175
+16,086
32
$4.94M 0.7%
99,343
-1,750
33
$4.78M 0.68%
229,602
-17,850
34
$4.54M 0.64%
36,756
+31,400
35
$4.47M 0.63%
233,240
+34,832
36
$4.46M 0.63%
115,256
+9,400
37
$4.45M 0.63%
55,173
+3,945
38
$4.43M 0.63%
55,305
-18,258
39
$4.41M 0.62%
390,488
-244,800
40
$4.37M 0.62%
68,882
+530
41
$4.29M 0.61%
161,810
+12,777
42
$4.25M 0.6%
372,256
+121,785
43
$4.24M 0.6%
81,257
+26,777
44
$4.24M 0.6%
+398,554
45
$4.03M 0.57%
247,732
+71,780
46
$4.02M 0.57%
125,604
-35,735
47
$4M 0.57%
76,954
+7,750
48
$3.97M 0.56%
149,775
+2,801
49
$3.91M 0.55%
76,081
+4,300
50
$3.67M 0.52%
+295,470