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
26
$5.72M 0.74%
71,432
+2,550
27
$5.69M 0.74%
202,122
-393
28
$5.55M 0.72%
105,603
+6,260
29
$5.47M 0.71%
131,100
+526
30
$5.35M 0.69%
103,406
+333
31
$5.34M 0.69%
230,048
-3,192
32
$5.12M 0.66%
106,537
33
$5.11M 0.66%
40,357
-787
34
$5.04M 0.65%
87,427
+1,574
35
$5.04M 0.65%
102,935
-3,133
36
$4.88M 0.63%
115,107
-149
37
$4.71M 0.61%
36,756
38
$4.62M 0.6%
210,602
-19,000
39
$4.48M 0.58%
367,758
-4,498
40
$4.41M 0.57%
56,166
+993
41
$4.4M 0.57%
164,872
+3,062
42
$4.27M 0.55%
75,718
-363
43
$4.21M 0.55%
49,118
44
$4.08M 0.53%
147,042
-2,733
45
$4.05M 0.53%
93,968
+7,620
46
$4.05M 0.53%
309,100
+13,630
47
$4.04M 0.52%
83,304
+6,350
48
$4M 0.52%
96,759
-14,416
49
$3.99M 0.52%
31,696
+6,235
50
$3.96M 0.51%
49,228
-6,077
1
2
3 4 5