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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+2.39%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$583M
AUM Growth
–
Cap. Flow
+$586M
Cap. Flow %
100.4%
Top 10 Hldgs %
20.99%
Holding
413
New
411
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TFSL icon
TFS Financial
TFSL
+$18.4M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.9M
3
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 44.79%
2 Financials 10.96%
3 Technology 8.5%
4 Consumer Discretionary 7.1%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEP
276
DELISTED
Spectra Engy Parters Lp
SEP
$392K 0.07%
+8,522
New +$326K
AORT icon
277
Artivion
AORT
$1.23B
$391K 0.07%
+62,447
New +$381K
GDP
278
DELISTED
GOODRICH PETROLEUM CORP(NEW)
GDP
$390K 0.07%
+30,500
New +$404K
FCX icon
279
Freeport-McMoran
FCX
$110B
$381K 0.07%
+13,782
New +$421K
RAIL icon
280
FreightCar America
RAIL
$241M
$377K 0.06%
+22,200
New +$420K
TFC icon
281
Truist Financial
TFC
$61.8B
$373K 0.06%
+11,000
New +$351K
TURN
282
DELISTED
180 Degree Capital
TURN
$370K 0.06%
+40,607
New +$398K
QIHU
283
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
$369K 0.06%
+8,000
New +$308K
APC
284
DELISTED
Anadarko Petroleum
APC
$365K 0.06%
+4,250
New +$366K
GEN icon
285
Gen Digital
GEN
$17.8B
$357K 0.06%
+15,900
New +$374K
HYG icon
286
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.4B
$352K 0.06%
+3,875
New +$364K
MSA icon
287
Mine Safety
MSA
$7.28B
$351K 0.06%
+7,533
New +$363K
OSG
288
Octave Specialty Group
OSG
$223M
$342K 0.06%
+14,340
New +$348K
IWR icon
289
iShares Russell Mid-Cap ETF
IWR
$56.5B
$340K 0.06%
+10,460
New +$339K
AIVL icon
290
WisdomTree US AI Enhanced Value Fund
AIVL
$425M
$336K 0.06%
+5,400
New +$340K
VBR icon
291
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$336K 0.06%
+4,013
New +$333K
VOD icon
292
Vodafone
VOD
$40.1B
$336K 0.06%
+11,458
New +$342K
EEMV icon
293
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.68B
$333K 0.06%
+5,832
New +$352K
TEVA icon
294
Teva Pharmaceuticals
TEVA
$42.8B
$333K 0.06%
+8,500
New +$331K
YOKU
295
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
$332K 0.06%
+17,300
New +$330K
DF
296
DELISTED
Dean Foods Company
DF
$330K 0.06%
+16,480
New +$301K
LINC icon
297
Lincoln Educational Services
LINC
$787M
$329K 0.06%
+62,500
New +$383K
PRCP
298
DELISTED
Perceptron Inc
PRCP
$328K 0.06%
+41,525
New +$300K
GRVY
299
GRAVITY
GRVY
$504M
$326K 0.06%
+69,645
New +$335K
QMCO icon
300
Quantum Corp
QMCO
$964M
$323K 0.06%
+1,475
New +$330K
10 11
12
13 14

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LNWTC
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DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
CG
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KIM
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CFC
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CCM
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SB
SIG Brokerage New York $5.15B AUM 78.53% 1-Year Est. Return

Ancora Advisors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Ancora Advisors, which disclosed 413 positions worth $583M. Its ten largest holdings account for 21% of the portfolio.

Its largest position is TFS Financial: 1,696,009 shares worth $19M.

By sector, the portfolio is most concentrated in Miscellaneous at 45% of assets, followed by Financials and Technology.

  • Ancora Advisors's largest Q2 2013 buy was TFS Financial: 1,696,009 shares worth $19M.
  • Ancora Advisors's ten largest holdings make up 21% of its $583M portfolio in Q2 2013.
  • Ancora Advisors disclosed 413 positions in Q2 2013, its first 13F filing on record.

Based on Ancora Advisors's 13F filing for Q2 2013, filed 22 Jul 2013.