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
51
$3.5M 0.53%
34,568
+2,443
52
$3.29M 0.5%
125,775
+1,686
53
$3.28M 0.5%
257,652
+178,052
54
$3.27M 0.49%
24,332
+3,085
55
$3.23M 0.49%
243,840
+3,422
56
$3.2M 0.48%
45,268
+3,350
57
$3.15M 0.47%
331,547
+306,547
58
$3.13M 0.47%
128,898
+11,280
59
$3.08M 0.46%
171,483
60
$3.07M 0.46%
175,952
-500
61
$3.06M 0.46%
121,238
-5,388
62
$3.05M 0.46%
99,486
+18,473
63
$3.03M 0.46%
135,282
-2,071
64
$2.93M 0.44%
186,582
+98,495
65
$2.85M 0.43%
32,671
+1,730
66
$2.76M 0.42%
44,774
+5,687
67
$2.76M 0.42%
2,287
+225
68
$2.74M 0.41%
39,633
-1,452
69
$2.73M 0.41%
270,500
-16,500
70
$2.67M 0.4%
184,415
+164,415
71
$2.65M 0.4%
65,445
+8,802
72
$2.63M 0.4%
45,830
+4,100
73
$2.63M 0.4%
48,765
+5,850
74
$2.63M 0.4%
507,072
-26,025
75
$2.58M 0.39%
47,353
1 2
3
4 5