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
326
$887K 0.05%
14,061
+2,871
327
$881K 0.05%
40,990
+1,727
328
$870K 0.05%
+72,175
329
$865K 0.05%
36,042
+4,965
330
$860K 0.05%
107,441
+2,629
331
$850K 0.05%
11,267
+1
332
$839K 0.04%
15,885
+1,239
333
$838K 0.04%
17,145
-2,559
334
$837K 0.04%
16,538
+10,046
335
$835K 0.04%
66,059
-7,711
336
$833K 0.04%
9,859
+3,094
337
$828K 0.04%
15,124
-9,449
338
$827K 0.04%
27,624
+328
339
$803K 0.04%
24,713
-4,119
340
$802K 0.04%
15,436
341
$798K 0.04%
16,190
+10,210
342
$788K 0.04%
7,381
+4
343
$788K 0.04%
230,377
-14,158
344
$784K 0.04%
45,435
-25,000
345
$784K 0.04%
48,136
-30,315
346
$781K 0.04%
46,670
-2,439
347
$780K 0.04%
159,180
+77,140
348
$776K 0.04%
5,010
+2,400
349
$772K 0.04%
36,894
+10,284
350
$771K 0.04%
8,160
+313