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
101
$2.31M 0.27%
+40,386
102
$2.3M 0.27%
+53,903
103
$2.3M 0.27%
+124,662
104
$2.3M 0.27%
+46,308
105
$2.28M 0.27%
+17,360
106
$2.28M 0.27%
+39,624
107
$2.28M 0.27%
+24,157
108
$2.22M 0.26%
+45,206
109
$2.18M 0.26%
+41,330
110
$2.14M 0.25%
+71,502
111
$2.12M 0.25%
+156,497
112
$2.12M 0.25%
+29,000
113
$2.09M 0.25%
+103,300
114
$2.09M 0.25%
+204,925
115
$2.08M 0.24%
+28,045
116
$2.08M 0.24%
+34,000
117
$2.06M 0.24%
+444,975
118
$2.04M 0.24%
+24,910
119
$2.03M 0.24%
+138,957
120
$2.02M 0.24%
+93,888
121
$2.01M 0.24%
+52,420
122
$1.99M 0.23%
+54,434
123
$1.99M 0.23%
+146,422
124
$1.96M 0.23%
+119,897
125
$1.92M 0.23%
+34,552
3 4
5
6 7