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
$663M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
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
176
$932K 0.14%
22,324
+1,500
177
$923K 0.14%
26,607
+19,527
178
$920K 0.14%
8,000
179
$915K 0.14%
36,385
-1,200
180
$910K 0.14%
78,408
+38,608
181
$907K 0.14%
10,550
182
$898K 0.14%
79,930
+4,500
183
$895K 0.14%
+12,555
184
$894K 0.13%
24,825
-15,986
185
$876K 0.13%
32,900
186
$867K 0.13%
99,470
187
$863K 0.13%
66,665
+10,460
188
$861K 0.13%
19,800
-5,000
189
$850K 0.13%
+45,693
190
$849K 0.13%
34,114
-1,413
191
$846K 0.13%
41,424
192
$845K 0.13%
23,937
-5,650
193
$838K 0.13%
+16,959
194
$833K 0.13%
15,066
+2,750
195
$833K 0.13%
79,651
+48,100
196
$822K 0.12%
+20,825
197
$818K 0.12%
35,300
-181,800
198
$811K 0.12%
+24,523
199
$804K 0.12%
+37,002
200
$788K 0.12%
23,900
-1,000
6 7
8
9 10