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
126
$1.91M 0.22%
+44,056
127
$1.91M 0.22%
+221,820
128
$1.89M 0.22%
+35,120
129
$1.86M 0.22%
+55,363
130
$1.85M 0.22%
+106,715
131
$1.82M 0.21%
+78,210
132
$1.8M 0.21%
+134,988
133
$1.79M 0.21%
+393,467
134
$1.78M 0.21%
+36,857
135
$1.77M 0.21%
+45,000
136
$1.71M 0.2%
+69,300
137
$1.7M 0.2%
+66,839
138
$1.69M 0.2%
+47,248
139
$1.69M 0.2%
+32,743
140
$1.68M 0.2%
+21,060
141
$1.68M 0.2%
+62,070
142
$1.67M 0.2%
+156,390
143
$1.66M 0.19%
+66,679
144
$1.66M 0.19%
+32,362
145
$1.65M 0.19%
+33,957
146
$1.64M 0.19%
+138,875
147
$1.63M 0.19%
+12,650
148
$1.61M 0.19%
+35,910
149
$1.59M 0.19%
+108,250
150
$1.58M 0.19%
+30,727