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
301
$1.02M 0.05%
130,192
+33,272
302
$1.02M 0.05%
22,249
303
$1.01M 0.05%
+48,301
304
$1.01M 0.05%
132,590
+5,276
305
$1M 0.05%
20,793
+1,001
306
$991K 0.05%
194,349
+59,551
307
$978K 0.05%
14,375
-875
308
$972K 0.05%
11,345
-4,809
309
$964K 0.05%
91,079
-3,011
310
$963K 0.05%
69,636
+10,980
311
$954K 0.05%
18,324
-504
312
$953K 0.05%
414,145
+45,567
313
$948K 0.05%
13,265
-304
314
$946K 0.05%
15,763
+1,205
315
$945K 0.05%
29,002
+1,267
316
$932K 0.05%
196,858
+43,387
317
$931K 0.05%
388,000
+45,000
318
$929K 0.05%
+68,055
319
$924K 0.05%
+32,241
320
$916K 0.05%
5,562
+90
321
$908K 0.05%
22,690
+12,130
322
$904K 0.05%
132,501
+8,830
323
$904K 0.05%
5,832
+11
324
$896K 0.05%
7,280
+1,320
325
$888K 0.05%
79,498
-1,368