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
201
$787K 0.12%
+39,530
202
$786K 0.12%
15,090
-20
203
$782K 0.12%
113,500
+8,000
204
$781K 0.12%
70,447
205
$780K 0.12%
81,378
-4,500
206
$780K 0.12%
33,900
207
$776K 0.12%
27,784
+723
208
$766K 0.12%
31,049
209
$763K 0.12%
24,746
+4,000
210
$762K 0.12%
9,600
211
$757K 0.11%
6,635
+275
212
$747K 0.11%
8,290
-100
213
$739K 0.11%
+38,500
214
$734K 0.11%
8,419
+27
215
$722K 0.11%
33,995
216
$720K 0.11%
53,108
+5,733
217
$714K 0.11%
9,619
218
$710K 0.11%
26,019
-18
219
$705K 0.11%
35,000
220
$705K 0.11%
91,271
+2,300
221
$704K 0.11%
21,233
+4
222
$704K 0.11%
183,308
+8,700
223
$698K 0.11%
18,500
+218
224
$681K 0.1%
97,860
+1,000
225
$673K 0.1%
37,200
7 8
9
10 11