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
276
$641K 0.08%
12,500
-3,500
277
$633K 0.08%
45,700
+20,700
278
$627K 0.08%
23,222
-7,202
279
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280
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33,022
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281
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4,376
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282
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5,929
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283
$613K 0.07%
54,561
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284
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285
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22,422
-18,240
286
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54,500
287
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288
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5,287
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289
$590K 0.07%
67,396
+38,396
290
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291
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292
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293
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294
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77,000
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63,323
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10,241
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298
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6,466
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299
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8,950
-1,600
300
$559K 0.07%
7,036
+1,642