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
126
$1.63M 0.21%
+150,000
127
$1.63M 0.21%
72,339
-1,377
128
$1.63M 0.21%
155,039
+126,939
129
$1.61M 0.21%
117,325
+25,870
130
$1.59M 0.21%
26,533
+863
131
$1.59M 0.21%
45,982
+1,411
132
$1.57M 0.2%
+17,000
133
$1.57M 0.2%
+44,827
134
$1.56M 0.2%
16,900
+3,700
135
$1.56M 0.2%
84,820
+14,600
136
$1.55M 0.2%
64,001
+9,344
137
$1.55M 0.2%
25,758
+384
138
$1.55M 0.2%
14,889
+473
139
$1.52M 0.2%
17,197
-12,787
140
$1.5M 0.19%
24,380
+4,220
141
$1.46M 0.19%
175,400
142
$1.45M 0.19%
190,500
+50,000
143
$1.45M 0.19%
54,167
+21,239
144
$1.44M 0.19%
27,505
-2,785
145
$1.43M 0.19%
116,500
146
$1.43M 0.19%
32,148
-89
147
$1.43M 0.18%
72,781
-10,608
148
$1.42M 0.18%
32,184
+6,753
149
$1.42M 0.18%
31,631
-160
150
$1.42M 0.18%
16,300
4 5
6
7 8