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
126
$1.44M 0.22%
55,220
-2,758
127
$1.43M 0.22%
164,192
+111,778
128
$1.42M 0.21%
147,000
129
$1.4M 0.21%
10,875
130
$1.4M 0.21%
29,243
131
$1.39M 0.21%
81,245
+29,611
132
$1.38M 0.21%
15,358
-1,888
133
$1.37M 0.21%
17,982
-3,885
134
$1.35M 0.2%
25,318
+3,070
135
$1.33M 0.2%
30,382
-1,050
136
$1.33M 0.2%
19,490
+1,290
137
$1.32M 0.2%
82,900
+1,910
138
$1.31M 0.2%
16,469
+2,997
139
$1.31M 0.2%
116,500
+13,500
140
$1.31M 0.2%
51,607
+6,844
141
$1.3M 0.2%
13,592
-370
142
$1.3M 0.2%
17,350
-200
143
$1.3M 0.2%
73,716
-1,000
144
$1.29M 0.2%
24,964
+1,727
145
$1.24M 0.19%
264,865
+16,500
146
$1.22M 0.18%
46,607
-4,091
147
$1.22M 0.18%
17,444
148
$1.2M 0.18%
30,472
+686
149
$1.2M 0.18%
91,455
-55
150
$1.18M 0.18%
40,469
+2,000
4 5
6
7 8