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
426
$234K 0.03%
+2,796
427
$233K 0.03%
17,710
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$189K 0.02%
30,000
+5,000
450
$185K 0.02%
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