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
76
$2.74M 0.35%
30,873
+2,098
77
$2.73M 0.35%
91,789
+45,390
78
$2.67M 0.35%
86,850
+28,010
79
$2.64M 0.34%
33,359
+23,640
80
$2.63M 0.34%
+110,080
81
$2.63M 0.34%
67,192
+1,210
82
$2.62M 0.34%
25,970
+681
83
$2.6M 0.34%
47,288
84
$2.57M 0.33%
178,714
+137,659
85
$2.55M 0.33%
120,031
+50,693
86
$2.55M 0.33%
38,582
+1,200
87
$2.51M 0.32%
+141,245
88
$2.5M 0.32%
+100,000
89
$2.39M 0.31%
+26,500
90
$2.37M 0.31%
70,033
-10,600
91
$2.34M 0.3%
115,530
+299
92
$2.32M 0.3%
63,837
+1,960
93
$2.28M 0.3%
27,719
+250
94
$2.26M 0.29%
32,179
-3,990
95
$2.21M 0.29%
11,200
+234
96
$2.2M 0.29%
69,212
-7,040
97
$2.19M 0.28%
26,552
-1,757
98
$2.19M 0.28%
145,056
-15,570
99
$2.13M 0.28%
64,894
100
$2.13M 0.28%
35,065
+1,112
2 3
4
5 6