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 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
251
$1.36M 0.07%
74,070
-9,153
252
$1.35M 0.07%
16,687
+1,842
253
$1.35M 0.07%
41,272
+34,374
254
$1.35M 0.07%
39,593
+8,593
255
$1.35M 0.07%
30,680
-200
256
$1.34M 0.07%
88,918
-909
257
$1.33M 0.07%
365,790
+8,964
258
$1.32M 0.07%
22,369
-260
259
$1.31M 0.07%
14,058
+1,634
260
$1.3M 0.07%
103,595
+19,177
261
$1.3M 0.07%
17,708
+3,000
262
$1.3M 0.07%
225,631
+35,486
263
$1.29M 0.07%
96,487
+4,310
264
$1.29M 0.07%
67,801
-13,235
265
$1.29M 0.07%
55,436
+1,728
266
$1.28M 0.07%
40,229
267
$1.26M 0.07%
31,105
-6,198
268
$1.25M 0.07%
34,514
269
$1.24M 0.07%
209,539
+7,778
270
$1.24M 0.07%
8,111
-300
271
$1.22M 0.07%
17,061
-4,829
272
$1.21M 0.06%
119,301
+10,772
273
$1.21M 0.06%
28,294
+9,894
274
$1.21M 0.06%
26,317
+1,976
275
$1.21M 0.06%
7,129
+3,441