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
51
$4.44M 0.52%
+110,545
52
$4.22M 0.5%
+49,959
53
$4.03M 0.47%
+204,106
54
$3.84M 0.45%
+139,738
55
$3.72M 0.44%
+79,983
56
$3.7M 0.43%
+61,450
57
$3.67M 0.43%
+28,464
58
$3.65M 0.43%
+735,700
59
$3.63M 0.43%
+37,298
60
$3.6M 0.42%
+225,226
61
$3.58M 0.42%
+140,100
62
$3.56M 0.42%
+40,679
63
$3.5M 0.41%
+41,077
64
$3.43M 0.4%
+121,601
65
$3.38M 0.4%
+144,099
66
$3.35M 0.39%
+3,969
67
$3.35M 0.39%
+78,725
68
$3.33M 0.39%
+40,055
69
$3.31M 0.39%
+35,425
70
$3.25M 0.38%
+25,535
71
$3.19M 0.38%
+78,845
72
$3.18M 0.37%
+39,608
73
$3.16M 0.37%
+194,603
74
$3.11M 0.37%
+2,308
75
$3.11M 0.37%
+15,000