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
$820M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.41M
3
+$8.17M
4
ROC
ROCKWOOD HLDGS INC
ROC
+$5.31M
5
DF
Dean Foods Company
DF
+$5.23M

Top Sells

1
+$6.14M
2
+$5.31M
3
+$5.16M
4
CINF icon
Cincinnati Financial
CINF
+$5.01M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$4.43M

Sector Composition

1 Financials 10.38%
2 Technology 8.19%
3 Consumer Discretionary 7.26%
4 Healthcare 6.69%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$879K 0.11%
15,867
+100
227
$872K 0.11%
31,664
228
$866K 0.11%
9,600
229
$853K 0.1%
21,003
-5,912
230
$851K 0.1%
9,040
-505
231
$848K 0.1%
302,900
+15,000
232
$845K 0.1%
130,000
-169,500
233
$842K 0.1%
22,133
+16,146
234
$840K 0.1%
40,284
+11
235
$838K 0.1%
23,057
236
$829K 0.1%
5,317
237
$818K 0.1%
11,904
+3,463
238
$814K 0.1%
21,448
+4
239
$812K 0.1%
121,707
240
$807K 0.1%
35,000
241
$807K 0.1%
7,214
-1,400
242
$806K 0.1%
61,300
+30,500
243
$805K 0.1%
+8,000
244
$800K 0.1%
9,362
+1,075
245
$795K 0.1%
31,000
246
$794K 0.1%
97,811
-116,189
247
$784K 0.1%
166,000
+127,500
248
$773K 0.09%
29,100
+200
249
$772K 0.09%
25,964
-5,500
250
$770K 0.09%
16,748
-8,901
8 9
10
11 12