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
$708M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.24M
3
+$4.04M
4
GLD icon
SPDR Gold Trust
GLD
+$3.88M
5
AUTO
AutoWeb, Inc. Common Stock
AUTO
+$3.67M

Top Sells

1
+$14M
2
+$4.14M
3
+$4.12M
4
DGIT
DIGITAL GENERATION INC COM STK (DE)
DGIT
+$3.28M
5
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$2.77M

Sector Composition

1 Financials 8.82%
2 Consumer Discretionary 6.79%
3 Industrials 6.69%
4 Healthcare 6.69%
5 Technology 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 2.2%
83,179
+72,800
2
$15.5M 2.19%
307,985
+272
3
$14.8M 2.09%
86,096
+455
4
$13.9M 1.97%
217,804
+100
5
$13.5M 1.91%
191,638
+11,004
6
$12.2M 1.73%
171,158
+3,332
7
$11.2M 1.58%
892,094
+4,275
8
$11M 1.56%
783,990
-74,300
9
$9.93M 1.4%
586,325
+1,255
10
$8.65M 1.22%
1,126,976
+407,702
11
$8.58M 1.21%
341,299
-490
12
$8.03M 1.14%
106,760
+365
13
$7.92M 1.12%
181,401
+618
14
$7.91M 1.12%
169,606
+599
15
$7.74M 1.09%
60,253
16
$7.55M 1.07%
88,793
17
$7.54M 1.07%
70,948
18
$7.19M 1.02%
756,547
+425,000
19
$6.37M 0.9%
743,657
20
$6.17M 0.87%
202,515
+11,331
21
$5.76M 0.81%
223,190
+7,400
22
$5.72M 0.81%
460,179
-73,562
23
$5.54M 0.78%
941,622
+86,000
24
$5.35M 0.76%
130,574
-25,050
25
$5.26M 0.74%
53,590
+3,405
1
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