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
201
$1.12M 0.13%
+43,750
202
$1.11M 0.13%
+77,176
203
$1.09M 0.13%
+72,000
204
$1.08M 0.13%
+12,000
205
$1.08M 0.13%
+17,077
206
$1.07M 0.13%
+84,549
207
$1.07M 0.13%
+6,016
208
$1.07M 0.13%
+31,444
209
$1.07M 0.13%
+11,944
210
$1.04M 0.12%
+22,657
211
$1.03M 0.12%
+99,526
212
$1.03M 0.12%
+430,931
213
$1.03M 0.12%
+227,678
214
$1.03M 0.12%
+5,317
215
$1.02M 0.12%
+67,741
216
$1.02M 0.12%
+23,340
217
$1.01M 0.12%
+94,837
218
$1M 0.12%
+18,607
219
$995K 0.12%
+12,500
220
$992K 0.12%
+16,422
221
$988K 0.12%
+69,026
222
$974K 0.11%
+44,561
223
$964K 0.11%
+31,292
224
$963K 0.11%
+48,294
225
$961K 0.11%
+9,600