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
1
$22.5M 2.64%
+301,055
2
$19.5M 2.29%
+277,128
3
$18M 2.11%
+95,196
4
$14.1M 1.65%
+1,705,608
5
$12M 1.41%
+162,664
6
$11.3M 1.33%
+284,767
7
$10.7M 1.26%
+591,660
8
$10.1M 1.19%
+947,774
9
$9.75M 1.14%
+753,190
10
$9.03M 1.06%
+388,629
11
$8.97M 1.05%
+485,014
12
$8.93M 1.05%
+218,408
13
$8.67M 1.02%
+94,233
14
$8.42M 0.99%
+107,188
15
$8.08M 0.95%
+480,176
16
$8.06M 0.95%
+127,670
17
$7.96M 0.94%
+1,860,936
18
$7.89M 0.93%
+1,911,301
19
$7.64M 0.9%
+70,948
20
$7.51M 0.88%
+154,620
21
$7.48M 0.88%
+238,684
22
$7.46M 0.88%
+839,188
23
$6.85M 0.8%
+225,154
24
$6.45M 0.76%
+110,674
25
$6.44M 0.76%
+60,253
1
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