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
301
$535K 0.07%
+71,565
302
$535K 0.07%
135,500
-11,000
303
$534K 0.07%
6,420
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304
$531K 0.07%
14,480
305
$531K 0.07%
218,500
-8,750
306
$526K 0.06%
15,256
-5,378
307
$526K 0.06%
32,275
-42,555
308
$522K 0.06%
66,500
+25,200
309
$521K 0.06%
10,818
+1,826
310
$520K 0.06%
8,459
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311
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11,350
312
$500K 0.06%
17,355
-3,025
313
$495K 0.06%
199,500
314
$485K 0.06%
+14,700
315
$480K 0.06%
10,523
+561
316
$476K 0.06%
4,173
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317
$468K 0.06%
1,800
+786
318
$463K 0.06%
17,833
-446
319
$461K 0.06%
71,800
320
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7,585
321
$456K 0.06%
+6,000
322
$455K 0.06%
4,100
-2,285
323
$437K 0.05%
25,000
+1,000
324
$437K 0.05%
30,162
-31,834
325
$432K 0.05%
80,000
-33,000
11 12
13
14 15