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
$1.87B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$14.4M
3
+$11.9M
4
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$9.72M
5
DBI icon
Designer Brands
DBI
+$6.86M

Top Sells

1
+$24.4M
2
+$15.2M
3
+$9.81M
4
CACQ
Caesars Acquisition Company
CACQ
+$9.26M
5
BSFT
BroadSoft, Inc.
BSFT
+$8.37M

Sector Composition

1 Industrials 12.08%
2 Financials 10.19%
3 Consumer Discretionary 9.51%
4 Technology 8.47%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.68M 0.09%
61,893
+2,140
227
$1.67M 0.09%
62,147
-3,000
228
$1.65M 0.09%
169,020
229
$1.62M 0.09%
140,008
+37,175
230
$1.6M 0.09%
+27,406
231
$1.6M 0.09%
23,602
+150
232
$1.55M 0.08%
110,000
-2,116
233
$1.55M 0.08%
27,239
+11,360
234
$1.54M 0.08%
67,730
-3,143
235
$1.51M 0.08%
+126,501
236
$1.5M 0.08%
561,454
+44,666
237
$1.5M 0.08%
238,167
-320,808
238
$1.5M 0.08%
49,150
-600
239
$1.5M 0.08%
57,267
+500
240
$1.47M 0.08%
58,334
-60,670
241
$1.46M 0.08%
38,887
-120
242
$1.46M 0.08%
104,741
-35,139
243
$1.44M 0.08%
75,416
+3,352
244
$1.42M 0.08%
253,302
+19,895
245
$1.41M 0.08%
112,284
-22,696
246
$1.41M 0.08%
36,774
-2,294
247
$1.4M 0.07%
19,597
-11,127
248
$1.39M 0.07%
23,791
+10
249
$1.39M 0.07%
11,494
-1,031
250
$1.39M 0.07%
108,312
+2,704
8 9
10
11 12