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
$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
1
$20.5M 2.65%
273,461
+81,823
2
$15.5M 2.01%
86,348
+252
3
$14.6M 1.89%
217,804
4
$13.9M 1.8%
71,153
-12,026
5
$12.9M 1.67%
171,252
+94
6
$12.5M 1.61%
891,194
-900
7
$12.1M 1.57%
1,552,928
+425,952
8
$10.3M 1.34%
717,990
-66,000
9
$10.3M 1.34%
583,755
-2,570
10
$9.94M 1.29%
159,801
+131,130
11
$8.8M 1.14%
336,839
-4,460
12
$8.67M 1.12%
60,253
13
$8.42M 1.09%
175,526
+5,920
14
$8.32M 1.08%
106,761
+1
15
$7.93M 1.03%
70,948
16
$7.79M 1.01%
88,793
17
$7.66M 0.99%
146,526
-161,459
18
$7.47M 0.97%
+102,725
19
$7.19M 0.93%
232,790
+9,600
20
$6.79M 0.88%
476,429
+16,250
21
$6.74M 0.87%
784,307
+40,650
22
$6.59M 0.85%
109,145
+66,198
23
$6.55M 0.85%
1,090,622
+149,000
24
$6.21M 0.8%
59,377
+5,787
25
$5.96M 0.77%
357,003
+109,271
1
2 3 4 5