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
301
$554K 0.07%
+8,238
302
$548K 0.07%
14,792
-2,220
303
$544K 0.07%
25,115
-500
304
$543K 0.07%
60,000
305
$536K 0.07%
10,300
-1,500
306
$532K 0.06%
54,403
-3,381
307
$531K 0.06%
+9,990
308
$528K 0.06%
16,531
-14,649
309
$523K 0.06%
114,847
+10,122
310
$522K 0.06%
10,827
-1,515
311
$521K 0.06%
417,000
-37,000
312
$520K 0.06%
23,300
+1
313
$515K 0.06%
+13,850
314
$508K 0.06%
8,636
+575
315
$508K 0.06%
156,501
+38,400
316
$508K 0.06%
4,245
+2,075
317
$502K 0.06%
292,970
+7,228
318
$498K 0.06%
11,918
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319
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320
$496K 0.06%
8,707
321
$495K 0.06%
49,725
322
$485K 0.06%
16,781
-5,300
323
$482K 0.06%
13,196
-1,139
324
$481K 0.06%
40,500
325
$480K 0.06%
+11,150
11 12
13
14 15