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
151
$1.4M 0.18%
29,382
152
$1.37M 0.18%
17,900
+87
153
$1.37M 0.18%
10,875
154
$1.36M 0.18%
125,405
+36,201
155
$1.35M 0.17%
78,845
+10,325
156
$1.34M 0.17%
16,715
-488
157
$1.34M 0.17%
24,250
+37
158
$1.34M 0.17%
284,800
-233,169
159
$1.31M 0.17%
55,852
+5,362
160
$1.31M 0.17%
122
+20
161
$1.31M 0.17%
50,450
162
$1.3M 0.17%
117,110
-8,150
163
$1.3M 0.17%
43,978
+1,532
164
$1.28M 0.17%
28,649
-244
165
$1.27M 0.17%
19,995
+4,100
166
$1.27M 0.17%
12,532
-760
167
$1.26M 0.16%
+87,463
168
$1.24M 0.16%
25,516
+11,623
169
$1.24M 0.16%
14,690
+588
170
$1.22M 0.16%
127,955
+1,666
171
$1.21M 0.16%
93,500
+6,500
172
$1.21M 0.16%
25,694
+2,608
173
$1.21M 0.16%
50,637
-37,014
174
$1.2M 0.16%
50,450
175
$1.19M 0.15%
65,000
-3,000
5 6
7
8 9