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
176
$1.19M 0.15%
33,293
-3,881
177
$1.19M 0.15%
13,935
-306
178
$1.19M 0.15%
248,638
+53,831
179
$1.18M 0.15%
88,200
-67,076
180
$1.18M 0.15%
+162,281
181
$1.18M 0.15%
124,327
-45,592
182
$1.17M 0.15%
18,680
+220
183
$1.17M 0.15%
13,595
-4,167
184
$1.12M 0.15%
38,866
+7,991
185
$1.1M 0.14%
23,604
-157,797
186
$1.09M 0.14%
101,100
+1,630
187
$1.08M 0.14%
67,780
-44,520
188
$1.08M 0.14%
203,995
-142,000
189
$1.07M 0.14%
133,875
+1,250
190
$1.06M 0.14%
10,550
191
$1.06M 0.14%
84,596
+2,780
192
$1.05M 0.14%
5,927
193
$1.02M 0.13%
68,500
+17,000
194
$1.02M 0.13%
17,204
195
$1.02M 0.13%
81,476
196
$1.01M 0.13%
77,607
197
$1M 0.13%
10,076
+4,550
198
$1M 0.13%
24,121
+700
199
$990K 0.13%
77,065
+6,600
200
$986K 0.13%
20,492
+802
6 7
8
9 10