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
$777M
AUM Growth
-$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$5.42M
3 +$3.4M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.18M
5
KHC icon
Kraft Heinz
KHC
+$3.13M

Sector Composition

1 Financials 12.61%
2 Technology 8.45%
3 Industrials 8.34%
4 Consumer Discretionary 6.62%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$507K 0.07%
105,000
+30,500
302
$498K 0.06%
70,365
+54,453
303
$496K 0.06%
32,873
-15,421
304
$494K 0.06%
77,000
305
$487K 0.06%
6,370
306
$486K 0.06%
9,700
+3,700
307
$484K 0.06%
14,390
308
$475K 0.06%
+16,142
309
$467K 0.06%
11,350
310
$462K 0.06%
16,910
+3,105
311
$460K 0.06%
+13,906
312
$449K 0.06%
3,885
+692
313
$445K 0.06%
49,626
-30,048
314
$445K 0.06%
18,547
315
$442K 0.06%
+3,600
316
$439K 0.06%
5,245
317
$435K 0.06%
48,058
318
$429K 0.06%
6,466
319
$428K 0.06%
99,526
320
$415K 0.05%
+28,318
321
$412K 0.05%
132,349
+99,200
322
$409K 0.05%
37,500
+22,100
323
$409K 0.05%
33,753
-3,539
324
$407K 0.05%
104,200
+88,200
325
$406K 0.05%
9,800
-500