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
101
$1.95M 0.29%
+273,000
102
$1.93M 0.29%
74,125
-4,829
103
$1.92M 0.29%
10,379
-2,542
104
$1.91M 0.29%
25,117
+3,300
105
$1.9M 0.29%
95,000
106
$1.9M 0.29%
104,505
+9,576
107
$1.84M 0.28%
51,013
+450
108
$1.83M 0.28%
33,173
+2,444
109
$1.8M 0.27%
79,173
110
$1.76M 0.27%
216,000
+17,000
111
$1.74M 0.26%
24,851
+3,650
112
$1.74M 0.26%
24,369
+5,200
113
$1.7M 0.26%
58,816
+2,495
114
$1.7M 0.26%
73,020
-1,589
115
$1.69M 0.26%
46,088
+4,913
116
$1.69M 0.25%
87,375
+2,622
117
$1.67M 0.25%
49,830
+7,796
118
$1.64M 0.25%
+97,000
119
$1.59M 0.24%
45,612
+1,200
120
$1.5M 0.23%
53,522
+6,818
121
$1.5M 0.23%
67,494
+3,571
122
$1.5M 0.23%
94,270
+3,500
123
$1.48M 0.22%
175,900
124
$1.44M 0.22%
15,900
-300
125
$1.44M 0.22%
31,031
-5,469
3 4
5
6 7