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
151
$1.57M 0.18%
+27,535
152
$1.56M 0.18%
+269,375
153
$1.56M 0.18%
+52,899
154
$1.56M 0.18%
+26,090
155
$1.55M 0.18%
+133,500
156
$1.55M 0.18%
+71,800
157
$1.54M 0.18%
+55,027
158
$1.53M 0.18%
+36,566
159
$1.52M 0.18%
+280,772
160
$1.51M 0.18%
+78,566
161
$1.49M 0.17%
+117,500
162
$1.46M 0.17%
+14,800
163
$1.44M 0.17%
+355,356
164
$1.43M 0.17%
+102,619
165
$1.43M 0.17%
+26,300
166
$1.43M 0.17%
+44,504
167
$1.43M 0.17%
+14,914
168
$1.41M 0.17%
+35,801
169
$1.4M 0.16%
+156,400
170
$1.39M 0.16%
+13,422
171
$1.37M 0.16%
+166,340
172
$1.37M 0.16%
+55,473
173
$1.37M 0.16%
+121,690
174
$1.36M 0.16%
+46,050
175
$1.35M 0.16%
+26,049