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
101
$2.1M 0.27%
51,231
-800
102
$2.06M 0.27%
+117,350
103
$2.05M 0.27%
197,062
+101,865
104
$2.03M 0.26%
75,449
+520
105
$2.02M 0.26%
26,216
+299
106
$1.99M 0.26%
95,000
107
$1.99M 0.26%
112,458
-4,674
108
$1.98M 0.26%
+34,050
109
$1.95M 0.25%
63,457
+1,075
110
$1.92M 0.25%
79,173
111
$1.91M 0.25%
57,763
+537
112
$1.88M 0.24%
224,000
+80,000
113
$1.88M 0.24%
157,607
-34,582
114
$1.88M 0.24%
10,824
-224
115
$1.87M 0.24%
+68,000
116
$1.86M 0.24%
49,663
-1,250
117
$1.85M 0.24%
49,412
+7,000
118
$1.81M 0.23%
12,973
-68
119
$1.75M 0.23%
127,802
120
$1.74M 0.22%
261,000
+76,000
121
$1.73M 0.22%
126,000
122
$1.71M 0.22%
29,982
-7,346
123
$1.69M 0.22%
15,512
-11,740
124
$1.67M 0.22%
25,122
+421
125
$1.66M 0.21%
+87,900
3 4
5
6 7