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
376
$329K 0.04%
9,256
-3,129
377
$323K 0.04%
3,394
378
$319K 0.04%
23,700
379
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+127,700
380
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381
$317K 0.04%
3,098
+1
382
$316K 0.04%
100,000
-30,000
383
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35,252
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384
$316K 0.04%
23,000
+3,000
385
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3,335
-1,950
386
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7,700
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387
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8,508
-12,708
388
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389
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69,500
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390
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13,000
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391
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393
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21,369
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395
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-406
396
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397
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2,898
398
$292K 0.04%
12,355
-4,752
399
$291K 0.04%
+16,267
400
$285K 0.03%
51,700
14 15
16
17 18