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
1
$15.6M 2.36%
307,713
+3,690
2
$14.5M 2.19%
85,641
+190
3
$13.8M 2.08%
217,704
-1,713
4
$12.9M 1.94%
131,480
-2,737
5
$12M 1.81%
858,290
+324,727
6
$11.8M 1.78%
167,826
-1,170
7
$11.7M 1.76%
180,634
+8,259
8
$10.1M 1.52%
887,819
9
$9.71M 1.46%
585,070
-2,605
10
$8.47M 1.28%
341,789
-11,659
11
$8.01M 1.21%
106,395
+1
12
$7.79M 1.18%
169,007
+118,810
13
$7.62M 1.15%
60,253
14
$7.51M 1.13%
180,783
-947
15
$7.34M 1.11%
88,793
16
$7.33M 1.11%
70,948
17
$7.16M 1.08%
635,288
+114,861
18
$6.47M 0.98%
533,741
-48,400
19
$6.08M 0.92%
743,657
20
$5.88M 0.89%
73,563
+3,536
21
$5.82M 0.88%
155,624
+6,200
22
$5.6M 0.85%
215,790
+9,900
23
$5.58M 0.84%
106,537
24
$5.56M 0.84%
191,184
+4,559
25
$5.14M 0.78%
103,215
+98,186
1
2 3 4 5