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
276
$1.21M 0.06%
64,670
+8,226
277
$1.17M 0.06%
24,494
+1,290
278
$1.17M 0.06%
13,536
+11
279
$1.17M 0.06%
7,958
-995
280
$1.16M 0.06%
9,016
+1,191
281
$1.16M 0.06%
17,400
+3,023
282
$1.15M 0.06%
66,819
+2,769
283
$1.15M 0.06%
9,319
+641
284
$1.14M 0.06%
268,688
+10,059
285
$1.14M 0.06%
19,484
+1,060
286
$1.12M 0.06%
143,396
+10,585
287
$1.12M 0.06%
3,654
+1,701
288
$1.12M 0.06%
12,186
-1,275
289
$1.1M 0.06%
102,840
+1,176
290
$1.1M 0.06%
+40,150
291
$1.09M 0.06%
15,938
-100
292
$1.08M 0.06%
81,742
+13,592
293
$1.07M 0.06%
36,739
+1,709
294
$1.06M 0.06%
55,776
-53,242
295
$1.06M 0.06%
3,846
-40
296
$1.05M 0.06%
151,427
-137,762
297
$1.04M 0.06%
7,614
-135
298
$1.04M 0.06%
93,698
-7,682
299
$1.03M 0.05%
59,500
300
$1.02M 0.05%
18,191
-190