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
$814M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.64M
3
+$2.56M
4
BBWI icon
Bath & Body Works
BBWI
+$2.5M
5
JFC
JPMorgan China Region Fund, Inc.
JFC
+$2.37M

Top Sells

1
+$6.36M
2
+$4.14M
3
+$3.75M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$3.67M
5
RLD
REALD INC COM STK
RLD
+$2.67M

Sector Composition

1 Financials 11.79%
2 Industrials 8.43%
3 Technology 7.75%
4 Healthcare 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$815K 0.1%
+16,100
227
$813K 0.1%
92,019
+46,195
228
$812K 0.1%
62,406
+3,380
229
$810K 0.1%
77,176
230
$807K 0.1%
87,500
+45,000
231
$785K 0.1%
20,177
+788
232
$785K 0.1%
440,931
+10,000
233
$783K 0.1%
+44,900
234
$778K 0.1%
151,000
+12,000
235
$776K 0.1%
7,852
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236
$773K 0.09%
53,100
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237
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7,844
-250
238
$767K 0.09%
+27,868
239
$765K 0.09%
171,096
+17,000
240
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18,250
-57,061
241
$752K 0.09%
61,500
-63,000
242
$750K 0.09%
33,995
243
$749K 0.09%
192,000
+16,000
244
$745K 0.09%
4,726
245
$744K 0.09%
37,860
-8,133
246
$744K 0.09%
101,937
+3,700
247
$728K 0.09%
14,800
248
$721K 0.09%
111,026
249
$720K 0.09%
4,975
250
$719K 0.09%
4,794
-105
8 9
10
11 12