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
51
$3.92M 0.51%
277,571
+50,100
52
$3.86M 0.5%
106,496
-19,108
53
$3.75M 0.49%
31,299
-110
54
$3.71M 0.48%
112,041
55
$3.65M 0.47%
105,778
+1,301
56
$3.55M 0.46%
47,842
+912
57
$3.54M 0.46%
371,597
-26,957
58
$3.49M 0.45%
140,322
+1,311
59
$3.42M 0.44%
34,000
-71
60
$3.42M 0.44%
162,810
+34,631
61
$3.4M 0.44%
56,693
+4,640
62
$3.38M 0.44%
+139,382
63
$3.33M 0.43%
99,914
+3,636
64
$3.23M 0.42%
51,987
+3,054
65
$3.17M 0.41%
123,220
+95,867
66
$3.15M 0.41%
160,542
+12,216
67
$3.11M 0.4%
82,362
+2,517
68
$3.08M 0.4%
95,111
+2,510
69
$3.06M 0.4%
163,206
-5,559
70
$3.01M 0.39%
420,305
+9,057
71
$3.01M 0.39%
33,660
+1,174
72
$2.87M 0.37%
142,800
-18,000
73
$2.87M 0.37%
+6,299
74
$2.83M 0.37%
245,400
-145,088
75
$2.77M 0.36%
2,294
+65
1 2
3
4 5