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
$814M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$2.64M
3 +$2.56M
4
BBWI icon
Bath & Body Works
BBWI
+$2.5M
5
JFC
JPMorgan China Region Fund, Inc.
JFC
+$2.37M

Top Sells

1 +$6.36M
2 +$4.14M
3 +$3.75M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$3.67M
5
RLD
REALD INC COM STK
RLD
+$2.67M

Sector Composition

1 Financials 11.79%
2 Industrials 8.43%
3 Technology 7.75%
4 Healthcare 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$623K 0.08%
7,125
277
$622K 0.08%
35,281
278
$622K 0.08%
9,548
279
$619K 0.08%
134,819
+2,500
280
$609K 0.07%
27,500
+10,000
281
$602K 0.07%
23,331
-2,500
282
$593K 0.07%
58,548
+20,582
283
$589K 0.07%
138,369
+5,833
284
$585K 0.07%
22,022
285
$583K 0.07%
14,485
-18,733
286
$583K 0.07%
100,000
+65,000
287
$571K 0.07%
8,270
-887
288
$570K 0.07%
79,000
+14,000
289
$568K 0.07%
+8,000
290
$565K 0.07%
16,142
291
$563K 0.07%
7,561
+1,035
292
$558K 0.07%
227,000
-31,000
293
$555K 0.07%
+33,498
294
$554K 0.07%
21,352
-572
295
$548K 0.07%
35,200
+14,000
296
$543K 0.07%
+54,399
297
$542K 0.07%
12,348
+200
298
$539K 0.07%
4,039
+2
299
$538K 0.07%
15,176
+1,686
300
$536K 0.07%
+17,416