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
76
$3.06M 0.36%
+267,619
77
$3.06M 0.36%
+24,641
78
$3M 0.35%
+49,450
79
$2.97M 0.35%
+48,418
80
$2.95M 0.35%
+65,919
81
$2.94M 0.35%
+127,937
82
$2.84M 0.33%
+45,415
83
$2.83M 0.33%
+57,870
84
$2.8M 0.33%
+52,431
85
$2.75M 0.32%
+66,799
86
$2.69M 0.32%
+118,540
87
$2.62M 0.31%
+67,178
88
$2.62M 0.31%
+135,339
89
$2.62M 0.31%
+27,582
90
$2.61M 0.31%
+47,288
91
$2.59M 0.3%
+99,552
92
$2.54M 0.3%
+163,357
93
$2.49M 0.29%
+39,250
94
$2.49M 0.29%
+62,400
95
$2.49M 0.29%
+23,298
96
$2.43M 0.29%
+127,260
97
$2.43M 0.29%
+238,201
98
$2.41M 0.28%
+11,701
99
$2.35M 0.28%
+106,352
100
$2.33M 0.27%
+180,500