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
376
$662K 0.04%
7,901
+23
377
$662K 0.04%
17,624
-3,350
378
$655K 0.03%
21,569
+1,860
379
$653K 0.03%
12,011
-815
380
$653K 0.03%
273,068
+74,581
381
$652K 0.03%
44,811
382
$650K 0.03%
30,308
-106,472
383
$646K 0.03%
17,776
+1,676
384
$642K 0.03%
206,580
+15,937
385
$641K 0.03%
13,928
-254
386
$635K 0.03%
5,104
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387
$631K 0.03%
14,586
+8,602
388
$629K 0.03%
47,483
-20,379
389
$618K 0.03%
44,140
+17,948
390
$614K 0.03%
+12,950
391
$610K 0.03%
62,388
392
$610K 0.03%
18,540
-6,330
393
$605K 0.03%
67,274
+3,362
394
$605K 0.03%
12,202
-8,191
395
$604K 0.03%
12,049
-60
396
$598K 0.03%
8,505
+781
397
$596K 0.03%
592,747
+215,320
398
$592K 0.03%
8,113
+1,754
399
$585K 0.03%
5,650
400
$585K 0.03%
11,900