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
$708M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$4.24M
3 +$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.88M
5
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$3.67M

Sector Composition

1 Financials 8.82%
2 Consumer Discretionary 6.79%
3 Industrials 6.69%
4 Healthcare 6.69%
5 Technology 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.64M 0.37%
92,601
+750
77
$2.64M 0.37%
411,248
-5,166
78
$2.63M 0.37%
+80,633
79
$2.57M 0.36%
47,288
-65
80
$2.57M 0.36%
148,326
+18,720
81
$2.54M 0.36%
28,775
-3,896
82
$2.48M 0.35%
25,289
+2,607
83
$2.47M 0.35%
27,252
-1,595
84
$2.43M 0.34%
76,252
+3,700
85
$2.35M 0.33%
+517,969
86
$2.29M 0.32%
65,982
+934
87
$2.29M 0.32%
37,328
+1,170
88
$2.27M 0.32%
36,169
+3,650
89
$2.24M 0.32%
61,877
+1,516
90
$2.19M 0.31%
+115,231
91
$2.17M 0.31%
28,309
-11,324
92
$2.11M 0.3%
87,651
-38,124
93
$2.07M 0.29%
117,132
+12,627
94
$2.06M 0.29%
10,966
-26
95
$2.03M 0.29%
11,048
-157
96
$2.01M 0.28%
155,276
-20,500
97
$2.01M 0.28%
27,469
+3,100
98
$2M 0.28%
52,031
-700
99
$1.99M 0.28%
112,300
+24,925
100
$1.96M 0.28%
33,953
+780