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
326
$475K 0.06%
49,800
+27,800
327
$470K 0.06%
24,950
-25,400
328
$459K 0.06%
15,850
+3,540
329
$452K 0.06%
8,300
330
$452K 0.06%
66,500
+13,000
331
$451K 0.06%
8,450
+600
332
$443K 0.05%
421,931
+161,910
333
$425K 0.05%
66,500
+46,500
334
$424K 0.05%
10,164
335
$420K 0.05%
64,000
336
$417K 0.05%
+10,000
337
$417K 0.05%
+34,100
338
$416K 0.05%
7,346
-2,237
339
$414K 0.05%
5,400
340
$408K 0.05%
1,788
+8
341
$405K 0.05%
144,500
+17,000
342
$404K 0.05%
14,475
343
$404K 0.05%
17,030
-5,466
344
$400K 0.05%
15,200
345
$398K 0.05%
6,122
346
$397K 0.05%
29,819
-3,053
347
$397K 0.05%
26,117
-9,680
348
$396K 0.05%
20,000
-2,000
349
$387K 0.05%
13,621
-3,260
350
$382K 0.05%
3,774
-150
12 13
14
15 16