AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
467
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
151
$1.18M 0.18%
120,500
152
$1.17M 0.18%
82,091
+21,102
153
$1.15M 0.17%
85,500
154
$1.14M 0.17%
+571,962
155
$1.13M 0.17%
52,950
156
$1.12M 0.17%
35,773
-2,070
157
$1.1M 0.17%
122,955
+18,333
158
$1.1M 0.17%
128,202
159
$1.09M 0.17%
17,020
+13,290
160
$1.09M 0.16%
17,655
+1,819
161
$1.08M 0.16%
+25,121
162
$1.08M 0.16%
5,827
163
$1.07M 0.16%
+12,104
164
$1.06M 0.16%
140,500
+10,000
165
$1.03M 0.16%
26,925
166
$1.02M 0.15%
72,500
167
$1.02M 0.15%
+12,220
168
$1.02M 0.15%
12,642
-484
169
$1.01M 0.15%
12,000
-2,400
170
$1M 0.15%
60,005
171
$1M 0.15%
248,419
+138,419
172
$994K 0.15%
+43,200
173
$987K 0.15%
81,476
+5,000
174
$969K 0.15%
40,159
+8,827
175
$941K 0.14%
80,169