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
76
$2.57M 0.39%
120,999
+2,540
77
$2.52M 0.38%
+78,800
78
$2.51M 0.38%
250,471
+163,041
79
$2.49M 0.38%
160,176
+10,950
80
$2.46M 0.37%
26,405
+1,701
81
$2.42M 0.37%
35,571
+2,991
82
$2.42M 0.37%
28,282
+1,890
83
$2.41M 0.36%
+54,480
84
$2.39M 0.36%
28,847
+1,644
85
$2.36M 0.36%
+72,552
86
$2.31M 0.35%
129,606
+30,639
87
$2.28M 0.34%
211,427
-46,012
88
$2.26M 0.34%
27,286
+2,575
89
$2.25M 0.34%
36,158
+2,153
90
$2.2M 0.33%
22,682
+3,557
91
$2.19M 0.33%
416,414
+13,300
92
$2.17M 0.33%
32,519
+2,364
93
$2.16M 0.33%
67,361
-854
94
$2.16M 0.33%
65,048
+3,156
95
$2.12M 0.32%
60,361
+5,311
96
$2.11M 0.32%
91,851
+8,839
97
$2.08M 0.31%
175,776
+137,276
98
$2.04M 0.31%
10,992
+577
99
$2.02M 0.31%
52,731
-950
100
$2.01M 0.3%
11,205
-1,587
2 3
4
5 6