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
$780M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$6.71M
3 +$5.36M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.36M
5
EMKR
Emcore Corp
EMKR
+$4.09M

Top Sells

1 +$11.9M
2 +$3.15M
3 +$2.68M
4
ZLC
ZALE CORPORATION
ZLC
+$2.51M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$2.39M

Sector Composition

1 Financials 12.8%
2 Technology 8.49%
3 Consumer Discretionary 6.54%
4 Industrials 6.11%
5 Healthcare 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$830K 0.11%
33,237
-3,937
227
$826K 0.11%
28,438
-10,428
228
$825K 0.11%
73,200
-15,000
229
$824K 0.11%
88,700
230
$816K 0.1%
15,767
+183
231
$816K 0.1%
8,614
-2,500
232
$815K 0.1%
121,707
+24,900
233
$804K 0.1%
91,000
+1,000
234
$803K 0.1%
272,365
+5,000
235
$795K 0.1%
117,051
236
$790K 0.1%
23,057
-650
237
$773K 0.1%
73,650
+53,650
238
$772K 0.1%
9,600
239
$769K 0.1%
30,424
+2,802
240
$767K 0.1%
+23,299
241
$764K 0.1%
+10,000
242
$762K 0.1%
5,317
243
$761K 0.1%
31,664
+390
244
$760K 0.1%
16,000
245
$750K 0.1%
21,444
+3
246
$746K 0.1%
29,002
-4,112
247
$741K 0.1%
60,084
-381
248
$733K 0.09%
65,796
-19,000
249
$733K 0.09%
29,310
+110
250
$731K 0.09%
+8,300