AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$9.55M
2
+$8.35M
3
+$8.19M
4
ROC
ROCKWOOD HLDGS INC
ROC
+$5.2M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$4.61M

Top Sells

1
+$6.14M
2
+$5.47M
3
+$5.16M
4
CINF icon
Cincinnati Financial
CINF
+$5.01M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$4.5M

Sector Composition

1 Financials 10.61%
2 Technology 7.94%
3 Consumer Discretionary 7.26%
4 Healthcare 6.69%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$234K 0.03%
+2,796
427
$233K 0.03%
17,710
428
$232K 0.03%
+23,200
429
$229K 0.03%
+2,500
430
$229K 0.03%
5,816
-2,145
431
$229K 0.03%
+106,000
432
$229K 0.03%
+3,000
433
$228K 0.03%
+5,793
434
$228K 0.03%
19,229
+680
435
$225K 0.03%
+2,500
436
$225K 0.03%
11,914
437
$223K 0.03%
1,867
+61
438
$221K 0.03%
14,440
-5,070
439
$215K 0.03%
+6,760
440
$215K 0.03%
4,789
+388
441
$209K 0.03%
4,787
-893
442
$209K 0.03%
46,445
-212,497
443
$204K 0.02%
+4,118
444
$204K 0.02%
+3,900
445
$203K 0.02%
6,623
-3,111
446
$202K 0.02%
+7,000
447
$199K 0.02%
17,613
448
$194K 0.02%
17,432
449
$189K 0.02%
30,000
+5,000
450
$185K 0.02%
1,250
+550
16 17
18
19 20