AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
201
$984K 0.13%
37,174
+1,425
202
$978K 0.13%
8,290
203
$975K 0.13%
54,695
-11,230
204
$968K 0.13%
103,500
205
$962K 0.12%
47,693
206
$954K 0.12%
11,114
-1,000
207
$927K 0.12%
11,980
+1,000
208
$925K 0.12%
128,000
209
$920K 0.12%
267,365
+12,500
210
$913K 0.12%
71,300
+58,100
211
$897K 0.12%
+47,358
212
$893K 0.12%
+56,335
213
$892K 0.12%
23,707
+370
214
$891K 0.12%
+90,000
215
$888K 0.12%
33,549
216
$885K 0.11%
26,925
217
$881K 0.11%
33,464
-3,021
218
$865K 0.11%
15,838
+135
219
$861K 0.11%
81,000
+17,000
220
$844K 0.11%
32,900
221
$836K 0.11%
81,378
222
$832K 0.11%
9,600
223
$829K 0.11%
224,143
-2,000
224
$826K 0.11%
6,974
+339
225
$821K 0.11%
15,955
+4,476
7 8
9
10 11