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
251
$766K 0.09%
+6,400
252
$766K 0.09%
16,843
253
$762K 0.09%
+8,104
254
$757K 0.09%
7,919
255
$755K 0.09%
33,995
256
$752K 0.09%
4,724
-1,950
257
$745K 0.09%
55,796
-10,000
258
$733K 0.09%
267,561
+54,253
259
$726K 0.09%
10,612
-3,453
260
$723K 0.09%
80,358
+3,333
261
$711K 0.09%
60,084
262
$708K 0.09%
8,694
+1,300
263
$699K 0.09%
6,697
264
$698K 0.09%
+6,370
265
$690K 0.08%
+19,000
266
$690K 0.08%
61,500
+28,000
267
$686K 0.08%
29,560
+250
268
$683K 0.08%
424,000
+306,500
269
$678K 0.08%
87,437
+4,622
270
$662K 0.08%
64,860
271
$661K 0.08%
5,000
272
$660K 0.08%
13,030
273
$656K 0.08%
13,260
-8,301
274
$653K 0.08%
150,063
+4,847
275
$646K 0.08%
57,047
9 10
11
12 13