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
$851M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$19.5M
3 +$18M
4
FMNB icon
Farmers National Banc Corp
FMNB
+$14.1M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$12M

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 11.9%
2 Technology 9.21%
3 Industrials 6.89%
4 Consumer Discretionary 6.34%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.36M 0.75%
+415,707
27
$6.28M 0.74%
+400,544
28
$6.24M 0.73%
+1,085,008
29
$6.14M 0.72%
+192,966
30
$6.13M 0.72%
+273,060
31
$5.85M 0.69%
+60,034
32
$5.77M 0.68%
+51,317
33
$5.63M 0.66%
+84,544
34
$5.61M 0.66%
+172,318
35
$5.6M 0.66%
+126,739
36
$5.54M 0.65%
+40,716
37
$5.44M 0.64%
+353,747
38
$5.41M 0.64%
+255,400
39
$5.03M 0.59%
+108,001
40
$4.88M 0.57%
+102,055
41
$4.87M 0.57%
+782,250
42
$4.82M 0.57%
+136,583
43
$4.78M 0.56%
+70,585
44
$4.76M 0.56%
+84,659
45
$4.71M 0.55%
+175,437
46
$4.64M 0.54%
+69,013
47
$4.57M 0.54%
+116,302
48
$4.55M 0.53%
+115,995
49
$4.51M 0.53%
+57,655
50
$4.47M 0.53%
+176,370